Search jobs > Lancaster, PA > Wealth consultant
Are you looking for tons of autonomy with building your financial services practice? Do you desire the ability to be an entrepreneur but not have the deal with the headaches of processing business?
As wealth consultants with uFinancial Group, we are 100% supportive in giving new advisors the chance to build an independently owned financial services practice encompassing wealth management, risk management and financial planning strategies for their clients.
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.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.
- 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 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.
Wealth Consultant
Are you looking for tons of autonomy with building your financial services practice? Do you desire the ability to be an entrepreneur but not have the deal with the headaches of processing business?As wealth consultants with uFinancial Group, we are 100% supportive in giving new advisors the chance t...
Senior Project Manager
Interface with the client, company and project team leadership, measuring and communicating project metrics and recommending program changes as needed . Help ensure project timeliness and quality by identifying and mitigating risk through status reporting and project updates . Strong knowledge in pr...
Private Client Financial Advisor - Lancaster, PA
Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial s...
Administrative Assistant
We have openings for receptionist, data entry, customer service, customer service associate, customer service representative, customer service specialist, call center customer service, collections, office managers, call center, call center associate, call center representative, call center agent, ca...
ServiceNow Business Analyst
Our direct client is currently offering multiple new full-time or part-time positions as a ServiceNow BPC (Business Process Consultant) , 100% remote. ...
Automotive Sales & Leasing Consultant
If you have worked in customer service, retail sales, cell phone sales, internet phone sales, or a similar field, we encourage you to apply. We are seeking a dynamic individual to join our team as a Senior Sales and Leasing Consultant. While prior automotive sales experience is preferred, it is not ...
Sales Consultant (B2B field sales professional) Comm & Bonus + Benefits
We’re looking for energetic, tech-savvy, results-driven sellers for a field-based Solution Consultant position on the short-sales-cycle merchant services sales team. How our outside Solution Consultant (B2B Sales) are compensated:. What we provide our outside Solution Consultant (B2B Sales):. Callin...
Project Manager
Step into the full-time role of Construction Project Manager with our client in Montgomery County, PA, where you’ll lead national and international projects, ensuring on-time completion, budget adherence, and seamless collaboration with internal and external teams. Job Overview - Construction Projec...
Client Advisor
Spieldenner Financial Group is seeking independent, motivated, career-minded individuals to join our Mortgage Protection team. Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disabilit...
SAP PM Business Analyst
Supports the maintenance and evolution of the logical data model and business process model for assigned business unit(s). TL Foundations, IIBA Business Analyst Certification or equivalent. Provide ongoing functional support for the acquire-to-require business process and associated SAP ERP solution...