Financial Advisor - Physician Focused

Job Description

Job Description

Do you have a background as a leader on your campus? Are you a current or former student athlete? Have you thought about the idea of working for yourself while also helping young physicians strive to achieve financial freedom?

As a Financial Advisor with uFinancial Group ,

you will work directly with physicians trying to pursue their financial goals.

We will help you by providing…
Study material and sponsorship for SIE (Securities Industry Exam), Series 7 and Series 66
Opportunities for collaboration and mentorship from advisors 10+ 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.

How will you get started? You will…
Partner with senior advisors to host dinner events for physicians at various cities in on the east cost.
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.

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