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North Star Resource Group

Wealth management and personalized financial planning

Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeSan Diego, CA, USAIn-person

About the Job

Requirements

  • A Bachelor's degree.
  • Preferably 1+ year of sales experience.
  • Candidates are expected to be entrepreneurial, self-starters, highly motivated, interdependent, and driven to succeed and overcome obstacles, with a strong sense of urgency and desire to help people, make an impact, and take ownership of their work.
  • Series 7, 66, and Life/Health licenses or registrations are not required; candidates who need to pass the exams are sponsored.

Responsibilities

  • Build a client-centered financial advisory practice by using relationship-building skills and meeting and exceeding goals.
  • Learn sales and marketing in the financial services industry and develop the skills needed to succeed as a Financial Advisor.
  • Complete the three-phase onboarding and development process to learn about the career, become fully licensed as a financial advisor, and build a sustainable business.
  • Work directly with a Senior Advisor who provides mentorship throughout the position.
  • Complete training courses to learn the advisor role and prepare for the exams required to become a fully registered Financial Advisor.

Desired Qualifications

  • Prior experience serving in leadership roles and experience in sales and marketing are common among successful individuals in this position.

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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