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North Star Resource Group

Wealth management and personalized financial planning

Financial Advisor

Asset ManagementConfirmed live in the last 24 hours
Full-timeScottsdale, AZ, USAIn-person

About the Job

Requirements

  • Associate's or 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

Responsibilities

  • Learn about sales and marketing in the financial services industry and what it takes to be a successful Financial Advisor at North Star Resource Group
  • Build a sustainable, client-centered practice under guidance and mentorship of an experienced financial advisor
  • Complete a comprehensive 3 phase onboarding and development process designed to get familiar with the career, fully licensed as a financial advisor, and ultimately help build a sustainable business
  • Meet and exceed goals and leverage relationship-building skills to serve clients

Desired Qualifications

  • 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
  • Fully Licensed/Registered (Series 7, 66, Life/Health) - NOT REQUIRED - We provide sponsorship

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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