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North Star Resource Group

Wealth management and personalized financial planning

Independent Financial Advisor

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

About the Job

Requirements

  • At least 1 year of professional experience.
  • A bachelor's degree is preferred.
  • Strong interpersonal skills and a passion for helping others.
  • A history of successful leadership, sales, or marketing experience.
  • An entrepreneurial mindset with a focus on achieving goals.
  • Willingness to earn the SIE, Series 7, Series 66, and Life/Health certifications if not already licensed.

Responsibilities

  • Build a business as an Independent Financial Advisor serving the local community.
  • Build impactful client relationships and a client-focused financial practice.
  • Work under the guidance of a Field Leader and Development Team and participate in training to achieve licensing and develop financial-advising expertise.

Desired Qualifications

  • Bachelor's degree.

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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