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Full-Time

Associate Financial Advisor

Milwaukee, WI

Posted on 6/27/2024

North Star Resource Group

North Star Resource Group

201-500 employees

Provides comprehensive financial and insurance services

Consulting
Fintech
Financial Services
Education

Compensation Overview

$60k - $100kAnnually

+ Commission + Bonus

Entry

Milwaukee, WI, USA

Category
Financial Planning and Analysis (FP&A)
Sales & Trading
Finance & Banking
Required Skills
Sales
Marketing
Requirements
  • Associate's/Bachelor's Degree
  • Minimum 1 year of post-graduate work experience
  • Bilingual Spanish/English preferred
  • Fully Licensed/Registered (Series 7, 66, Life/Health)
Responsibilities
  • Work under the guidance and mentorship of an experienced financial advisor
  • Use relationship building skills and ability to meet and exceed goals
  • Learn about sales and marketing in the financial services industry
  • Build a world-class, client-centered practice
North Star Resource Group

North Star Resource Group

View

North Star Resource Group offers comprehensive financial planning, life insurance, investments, disability insurance, and retirement planning services, supported by a network of 170 advisors across 22 states. The company also provides personalized services and has donated $6.3 million to nonprofits through the Scott Richards North Star Foundation.

Company Stage

N/A

Total Funding

N/A

Headquarters

Tampa, Florida

Founded

1908

Growth & Insights
Headcount

6 month growth

-12%

1 year growth

-12%

2 year growth

-12%
INACTIVE