Full-Time

Financial Consultant

Posted on 11/1/2024

North Star Resource Group

North Star Resource Group

11-50 employees

Wealth management and financial planning services

Consulting
Financial Services

Compensation Overview

$60k - $100kAnnually

+ Base Compensation + Commission Program + 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
  • Work directly with a Senior Advisor who will become your mentor throughout the life of the position
  • Access training courses designed to educate on the consulting role and prepare for required exams.
North Star Resource Group

North Star Resource Group

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North Star Resource Group specializes in wealth management and financial planning, providing personalized investment strategies to individuals, families, and businesses. Their services include life insurance, investment management, and business solutions, all tailored to meet the unique needs of their clients. The firm operates on a business model that generates revenue through advisory fees, insurance commissions, and investment management fees. What sets North Star apart from its competitors is its unique organizational structure that connects clients with various specialists, ensuring comprehensive financial health and personalized advice. The company's goal is to help clients navigate the complexities of financial planning while maintaining a strong commitment to ethical practices, as evidenced by their multiple awards for ethics and recognition as one of the best companies to work for in Minnesota.

Company Stage

N/A

Total Funding

N/A

Headquarters

Tampa, Florida

Founded

1908

Growth & Insights
Headcount

6 month growth

16%

1 year growth

16%

2 year growth

16%
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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