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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-timeRichmond, VA, USAIn-person

About the Job

Requirements

  • A Bachelor's degree.
  • Fully licensed or registered credentials (Series 7, Series 66, and Life/Health) are not required; candidates who need to pass these exams will be sponsored.
  • Candidates should be entrepreneurial, self-starters, highly motivated, and have a strong sense of urgency and a desire to succeed, overcome obstacles, help people, make a lasting impact, and take ownership of their work.
  • Candidates should be interdependent and make decisions based on strong moral and ethical values.

Responsibilities

  • Build a client-centered financial advising practice by using relationship-building skills and working to meet and exceed goals.
  • Learn sales and marketing in the financial services industry and develop the skills needed to become a successful Financial Advisor.
  • Complete the three-phase onboarding and development process to learn about the career, become fully licensed as a financial advisor, and build a sustainable business.
  • Work directly with an experienced Senior Advisor who provides mentorship throughout the position.
  • Complete training courses that teach the advisor role and prepare candidates to pass the exams required to become a fully registered Financial Advisor.

Desired Qualifications

  • Many successful individuals in this position have served in leadership roles and have some experience in sales and marketing.
  • A professional seeking more fulfillment and a career focused on serving others and making an impact may be a good fit.

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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