Full-Time

Financial Consultant

Confirmed live in the last 24 hours

North Star Resource Group

North Star Resource Group

11-50 employees

Wealth management and financial planning services

Fintech
Financial Services

Compensation Overview

$60k - $100kAnnually

+ Base Compensation + Commission Program + Bonus Opportunities

Entry, Junior

San Diego, CA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Marketing
Requirements
  • Recent college graduate or a more experienced individual
  • Associate's/ Bachelor's Degree
  • Minimum of 1 year of post graduate work experience
  • Fully Licensed/Registered (Series 7, 66, Life/Health) - NOT REQUIRED - We provide sponsorship for those needing to pass these exams.
  • Entrepreneurial
  • Incredible sense of urgency
  • Self-starter
  • Want to help people or make a lasting impact
  • Interdependent
  • Highly motivated
  • Extreme desire to succeed and overcome obstacles
  • A need to have ownership in what you do
Responsibilities
  • Work under the guidance and mentorship of an experienced financial advisor
  • Learn about sales and marketing in the financial services industry
  • Become fully licensed as a financial advisor
  • Build a sustainable business
  • Use relationship building skills and ability to meet and exceed goals
  • Participate in a comprehensive 3 phase on-boarding and development process
North Star Resource Group

North Star Resource Group

View

North Star Resource Group specializes in wealth management and financial planning, providing personalized investment strategies to individuals, families, and businesses. Their services include life insurance, investment management, and business solutions, all tailored to meet the unique needs of their clients. The firm operates on a business model that generates revenue through advisory fees, insurance commissions, and investment management fees. What sets North Star apart from its competitors is its unique organizational structure that connects clients with various specialists, ensuring comprehensive financial health and personalized advice. The company's goal is to help clients navigate the complexities of financial planning while maintaining a strong commitment to ethical practices, as evidenced by their multiple awards for ethics and recognition as one of the best companies to work for in Minnesota.

Company Stage

N/A

Total Funding

N/A

Headquarters

Tampa, Florida

Founded

1908

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG investing aligns with North Star's ethical practices and offerings.
  • Aging U.S. population presents opportunities in retirement and estate planning services.
  • Hybrid work models increase demand for digital financial advisory services.

What critics are saying

  • Robo-advisors offering low-cost solutions could erode North Star's market share.
  • DIY financial planning tools may reduce demand for traditional advisory services.
  • Changes in fiduciary regulations could impact North Star's advisory fee structure.

What makes North Star Resource Group unique

  • North Star offers personalized financial planning and investment strategies tailored to client needs.
  • The firm has won the Torch Awards for Ethics three times in Minnesota and North Dakota.
  • Unique organizational structure connects clients to specialists for comprehensive financial health.

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