Financial Advisor - Physician Focused

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.