Financial Advisor

Do you have a background as a student athlete or as a leader of a campus club/greek life organization? Have you thought about the idea of working for yourself while also helping businesses and individuals achieve financial freedom?

As a Financial Advisor with uFinancial Group, you will work directly with real people and small businesses trying to pursue their ideas of financial freedom.

How will you get started? You will…

• Partner with senior advisors to assist with their lower-level clients.

• Develop and maintain long-term relationships with your own clients and clients of the firm.

• Provide financial planning solutions through fact finding and needs analyses.

What do you need to be successful?

• Coachable and being able to be pushed to the edge of your comfort zone.

• A dedicated work ethic: independent, self-motivated and goal oriented.

• Strong relationship building skills with a focus on putting people first.

We will help you by providing…

• Study material and sponsorship for SIE (Securities Industry Exam), Series 7 and Series 66

• Initial stipends to subsidize income.

• Plenty of opportunities for collaboration and mentorship from advisors 20+ years in the financial services business

• Cutting edge technology that makes doing business much easier.

• A team-based environment that sees collaboration as key to success.