Financial Advisor / Planner
Uru Sports is a venture-backed, early-stage sports technology startup recently backed by Comcast NBCUniversal SportsTech. We founded Uru Sports to empower athletes to reach their full potential off the field of play as they transition into their next chapter.
Role Description
Client is looking for a full-time Financial Planner. The Financial Planner will be responsible for providing financial planning services to clients, including retirement planning, personal financial planning, and other financial advisory services.
Qualifications
- Experience in finance and financial planning
- Strong sales acumen, drive and passion for new clients
- Knowledge of retirement planning and personal financial planning
- Excellent analytical skills and attention to detail
- Competitive mindset, flexibility
- Ability to work independently and in a team environment
- Bachelor's degree in finance, accounting, economics, or related field.
- Master's degree is a plus.
- Experience with financial planning software is a plus.
- Former athletic experience is also nice to have (collegiate, professional, Olympic)
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Seniority level
Entry level -
Employment type
Full-time -
Job function
Accounting/Auditing, Finance, and Consulting -
Industries
Financial Services
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