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North Star Resource Group

Wealth management and personalized financial planning

Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeAustin, TX, USAIn-person

About the Job

Requirements

  • A Bachelor's degree.
  • Candidates should be entrepreneurial, self-starters, highly motivated, and have a strong sense of urgency.
  • Candidates should want to help people, make a lasting impact, overcome obstacles, and have ownership in their work.
  • Candidates should be interdependent and make decisions based on strong moral and ethical values.
  • Candidates should have sales and marketing experience or leadership experience; these are described as characteristics of many successful people in the position, not strict prerequisites.
  • Series 7, Series 66, and Life/Health licenses are not required; the company sponsors candidates who need to pass the exams.

Responsibilities

  • Build a client-centered financial advisory practice, using relationship-building skills and working to meet and exceed goals.
  • Learn sales and marketing in the financial services industry and develop the knowledge needed to succeed as a Financial Advisor.
  • Complete a three-phase onboarding and development process to learn about the career, become fully licensed, and build a sustainable business.
  • Work under the guidance and mentorship of an experienced Senior Advisor.
  • Complete training courses to learn the advisor role and prepare for the exams required to become a fully registered Financial Advisor.

About the Company

North Star Resource Group

Wealth management and personalized financial planning

North Star Resource Group provides personalized wealth management and financial planning services for individuals, families, and businesses. Its offerings include investment management, life insurance, and business solutions, delivered through a network of specialists who tailor advice to each client’s needs. The company earns advisory fees, insurance commissions, and investment management fees, aligning its revenue with the services provided. Unlike firms with a one-size-fits-all approach, North Star connects clients to a wide team of experts to ensure comprehensive financial health and aligned interests. The firm aims to help clients achieve their financial goals through customized strategies and ongoing guidance, guided by a strong emphasis on ethical practices and client-centric outcomes.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Tampa, FL
Founded
1908

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