Full-Time

Financial Advisor

North Star Resource Group

North Star Resource Group

11-50 employees

Wealth management and personalized financial planning

Compensation Overview

$20k - $120k/yr

+ Base Compensation + Commission + Bonus

San Diego, CA, USA

In Person

Category
Finance & Banking (1)
Required Skills
Sales
Marketing
Requirements
  • Associate's or Bachelor's Degree
  • Minimum of 1 year of post graduate work experience
  • Entrepreneurial mindset
  • Self-starter
  • Willingness 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 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 and what it takes to be a successful Financial Consultant
  • Build a world class, client centered practice through relationship building and meeting/exceeding goals
  • Participate in a comprehensive 3 phase onboarding and development process designed to familiarize you with the career, fully licensed as a financial advisor, and help you build a sustainable business
  • Provide financial planning and client advisory services as part of developing a sustainable practice
  • Contribute to and benefit from experienced mentorship and coaching
  • Engage in training courses designed to educate you on the advisor role and to prepare you to successfully pass all required exams to become fully registered
Desired Qualifications
  • Licensing that may be required (Series 7, 66, Life/Health) - sponsorship available to pass exams
  • Ownership and autonomy in the practice
  • Experience in sales and marketing
  • Strong track record in leadership roles and decision making based on ethical values
  • Interest in serving others and making an impact
North Star Resource Group

North Star Resource Group

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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

N/A

Total Funding

N/A

Headquarters

Tampa, Florida

Founded

1908

Simplify Jobs

Simplify's Take

What believers are saying

  • $442,000 cash contributions boost employee philanthropy engagement.
  • Partners BestPrep for student financial literacy programs.
  • Launched Black and Brown 5K in Milwaukee 2023.

What critics are saying

  • Robo-advisors like Vanguard erode 1%+ fees in 12-24 months.
  • Ameriprise consolidation pressures talent retention immediately.
  • SEC enforcement cuts insurance commissions within 12 months.

What makes North Star Resource Group unique

  • Connects clients to specialists for complete financial health.
  • Won Torch Awards for Ethics in Minnesota three times.
  • Scott Richards Foundation supports causes since 2004.

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Benefits

Performance Bonus

Professional Development Budget

Conference Attendance Budget