Wealth Management Advisor - Independent Broker Dealer

uFinancial Group • South Williamsport, PA

6d

About The Position

Are you looking to grow your financial services practice with a top 5 independent broker/dealer? Do you desire the ability to be an entrepreneur but not have to deal with the headaches of processing business? Our advisors choose to partner with MMLIS to give our clients an open architecture model of products and services.

Requirements

• 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.

Responsibilities

• Partner with one of our many teams to grow and develop your practice along with diving deep into their own niche markets.
• Become fully licensed and trained for charging financial planning/consulting fees.
• Work closely with our new business team to ensure new clients applications are submitted and processed effectively.

Benefits

• Initial stipends to subsidize income.
• Full benefits (401k, health, dental, vision, etc...)
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed