Full-Time

Financial Advisor

Confirmed live in the last 24 hours

North Star Resource Group

North Star Resource Group

11-50 employees

Wealth management and financial planning services

Compensation Overview

$60k - $100k/yr

+ Base Compensation + Commission Program + Bonus Opportunities

Entry, Junior

San Diego, CA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • 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.
Desired Qualifications
  • Experience in sales and marketing
  • Served in leadership roles
  • History of making decisions based on moral and ethical values
North Star Resource Group

North Star Resource Group

View

North Star Resource Group is a wealth management firm located in the Twin Cities that focuses on personalized financial planning and investment strategies. The firm assists individuals, families, and businesses in managing their financial needs by offering services such as life insurance, investment management, and business solutions. Their approach involves providing tailored financial advice, which is supported by a unique organizational structure that connects clients with various specialists to ensure comprehensive financial health. This allows North Star Resource Group to address the specific needs of each client effectively. Unlike many competitors, the firm has received multiple awards for its ethical practices and has been recognized as one of the largest wealth management firms in the region. The goal of North Star Resource Group is to prioritize the interests of their clients and help them navigate the complexities of financial planning.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Tampa, Florida

Founded

1908

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG investing aligns with North Star's ethical practices.
  • Aging U.S. population increases demand for retirement planning services.
  • Trend towards fee-based advisory services aligns with North Star's revenue model.

What critics are saying

  • Increased competition from low-cost robo-advisors could erode market share.
  • DIY financial planning tools may decrease demand for traditional advisory services.
  • Cybersecurity threats pose a risk to client trust and company reputation.

What makes North Star Resource Group unique

  • Recognized for ethical practices, winning the Torch Awards for Ethics three times.
  • Unique organizational structure connects clients to numerous specialists for complete financial health.
  • Listed among Twin Cities' Largest Wealth Management Firms from 2017 to 2021.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Performance Bonus

Professional Development Budget

Conference Attendance Budget