Salary Job Openings

Financial Planner

uFinancial Group
Mechanicsburg, PA Full Time
POSTED ON 4/23/2024

Are you a natural leader and communicator? Do you have history as a former student athlete or greek life executive?


As a Financial Planner 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.

Salary.com Estimation for Financial Planner in Mechanicsburg, PA
$177,007 to $208,312
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

Sign up to receive alerts about other jobs with skills like those required for the Financial Planner.

Click the checkbox next to the jobs that you are interested in.

  • Banking Products Skill

    • Income Estimation: $77,163 - $113,428
    • Income Estimation: $82,418 - $118,756

  • Customer Retention Skill

    • Income Estimation: $84,661 - $136,918
    • Income Estimation: $88,852 - $119,642
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at uFinancial Group

Wealth Management Associate
uFinancial Group
Hired Organization Address Mechanicsburg, PA Full Time
Do you have a background as a student athlete or as a leader of a campus club/greek life organization? Have you thought ...
Wealth Management Associate
uFinancial Group
Hired Organization Address Mechanicsburg, PA Full Time
Do you have a background as a student athlete or as a leader of a campus club/greek life organization? Have you thought ...
Agency Receptionist
uFinancial Group
Hired Organization Address Mechanicsburg, PA Full Time
Job Summary The Agency Receptionist is the first face our clients see when they walk in the door. An ideal candidate wou...
View More Jobs at uFinancial Group

Not the job you're looking for? Here are some other Financial Planner jobs in the Mechanicsburg, PA area that may be a better fit.

Planner

Microchip - USA, Mount Holly Springs, PA

Event planner

Mediabistro, Middletown, PA

View More Jobs