Financial Advisor
North Star Resource Group
Financial Advisor
North Star Resource Group
Wealth management and personalized financial planning
North Star Resource Group is looking for a Financial Advisor in San Diego, CA. This role fits a recent college graduate ready to start a meaningful career. It also fits a professional who wants more fulfillment from their work and is looking for a career built around serving others and making an impact. You will work under the guidance and mentorship of an experienced financial advisor.
If you want a career that combines sales and marketing with ownership and autonomy, and that makes an impact in your clients' lives, financial advising may be a good fit for you. At North Star, you'll use your relationship-building skills and your drive to meet and exceed goals to build a world-class, client-centered practice.
Many successful individuals in this position have served in leadership roles and have some experience in sales and marketing. They also have a history of making decisions based on strong moral and ethical values. In this role, you will learn sales and marketing in the financial services industry and what it takes to be a successful Financial Advisor. North Star uses a comprehensive three-phase onboarding and development process designed to get you familiar with the career, fully licensed as a financial advisor, and ultimately building a sustainable business.
Candidate Characteristics:
Fully Licensed/Registered (Series 7, 66, Life/Health) - NOT REQUIRED - We sponsor candidates who need to pass these exams.
We understand that success takes hard work, so we've designed a program to make sure your hard work pays off. Benefits of joining North Star Resource Group include:
Competitive compensation package
As part of this opportunity, you will work directly with a Senior Advisor who will be your mentor throughout the life of the position. Your mentor is an industry expert in their niche market. You will also have access to training courses that teach you the advisor role and prepare you to pass all the exams required to become a fully registered Financial Advisor.
#LI-EK1
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.
Explore more opportunities at North Star Resource Group