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Full-Time

Financial Consultant

Durham, NC

Confirmed live in the last 24 hours

North Star Resource Group

North Star Resource Group

201-500 employees

Wealth management and financial planning services

Financial Services

Compensation Overview

$60k - $100kAnnually

+ Base Compensation + Commission + Bonus Opportunities

Entry

Durham, NC, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Marketing
Requirements
  • Associate's/Bachelor's Degree
  • 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
  • Some 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
  • 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
  • Use relationship building skills and ability to meet and exceed goals
  • Participate in a comprehensive 3 phase onboarding and development process designed to get familiar with the career, fully licensed as a Financial Consultant/Advisor, and help build a sustainable business.
North Star Resource Group

North Star Resource Group

View

North Star Resource Group focuses on wealth management and financial planning for individuals, families, and businesses in the Twin Cities. The firm provides personalized financial advice and investment strategies, which include services like life insurance and investment management. Their approach involves connecting clients with various specialists to ensure comprehensive financial health tailored to each client's needs. Unlike many competitors, North Star Resource Group emphasizes ethical practices, having received multiple awards for their integrity and community involvement. The goal of the firm is to help clients navigate financial complexities while prioritizing their best interests in every recommendation.

Company Stage

N/A

Total Funding

N/A

Headquarters

Tampa, Florida

Founded

1908

Growth & Insights
Headcount

6 month growth

-20%

1 year growth

-20%

2 year growth

-20%
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.

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