Entry Level - Financial Planner
ufinancialgroup
About this role
A Financial Planner at uFinancial Group works directly with real businesses and individuals to help them achieve financial freedom through tailored financial planning solutions.
Skills
About ufinancialgroup
ufinancialgroup.comuFinancial Group is a financial services firm dedicated to empowering clients on their financial journey and helping them discover their financial future. It connects individuals and businesses with experienced financial professionals through a Find a Financial Professional form and its professional directory, offering services for Individuals & Families and Business Solutions. The company emphasizes integrity, education, and compassion, and provides licensing information, locations, and community impact resources to support clients and communities. With a focus on education, transparency, and expert guidance, uFinancial Group aims to help clients achieve sustainable financial success.
About ufinancialgroup
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for ufinancialgroup.
Salary
$48k – $60k
per year