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Full-Time

Financial Consultant

Durham, NC

Posted on 10/1/2024

North Star Resource Group

North Star Resource Group

201-500 employees

Provides comprehensive financial and insurance services

Financial Services

Compensation Overview

$60k - $100kAnnually

+ Commission + Bonus + Mentorship + Training and Development

Entry

Durham, NC, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Marketing
Requirements
  • Associate's/Bachelor's Degree
  • Fully Licensed/Registered (Series 7, 66, Life/Health) - NOT REQUIRED - We provide sponsorship for those needing to pass these exams.
Responsibilities
  • work under the guidance and mentorship of an experienced Financial Advisor
  • learn about sales and marketing in the financial services industry
  • build a world class, client centered practice
  • work directly with a Senior Advisor who will become your mentor throughout the life of the position
  • access to training courses that are designed to educate you on the consulting role and to prepare you to successfully pass all the exams that are required to become a fully registered Financial Consultant/Advisor
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

-22%

1 year growth

-22%

2 year growth

-22%
Simplify Jobs

Simplify's Take

What believers are saying

  • Working at North Star Resource Group offers the opportunity to be part of a forward-thinking firm that values innovation and client satisfaction.
  • The company's commitment to professional development and continuous learning ensures employees can grow their skills and advance their careers.
  • North Star Resource Group's focus on holistic financial wellness allows employees to make a meaningful impact on clients' lives.

What critics are saying

  • The highly competitive nature of the financial advisory industry means North Star Resource Group must continuously innovate to stay ahead.
  • Economic downturns and market volatility can impact the firm's revenue and growth prospects.

What makes North Star Resource Group unique

  • North Star Resource Group's unique approach to financial planning and wealth management sets it apart from traditional firms by focusing on personalized, client-centric strategies.
  • The company's emphasis on long-term relationships and holistic financial wellness distinguishes it from competitors who may prioritize short-term gains.
  • North Star Resource Group's integration of advanced technology and data analytics into their services provides a modern edge in the financial advisory landscape.