Experienced Financial Advisor - San Diego, CA
North Star Resource Group is looking to find an experienced candidate for a financial advising position in San Diego, CA. We are looking for an experienced advisor who is fully licensed (Series 7/Series 66/Life, Health, and Disability) with client facing experience. You will work under the guidance of an experienced North Star financial advisor and field leader.
If you are looking to continue your advising career, gain independence and autonomy, and eventually have ownership over your practice; all while making a significant impact in your clients lives, this may be the perfect fit for you. By joining an organization where you can use your relationship building skills and your ability to meet and exceed goals, you will have the opportunity to build a world class, client centered practice they way you want.
Ideal candidates for this unique opportunity have been in practice or worked for a practice facing clients. In addition, they have a history of making the right decision based upon their moral and ethical values. In this opportunity, you will learn more about sales and marketing in the financial services industry and what it takes to build a thriving and sustainable practice. North Star uses a comprehensive 3 phase training and development process that is designed to get you familiar with the North Star way of growing a practice, and ultimately help you build a sustainable business.
Candidate Characteristics:
- Entrepreneurial
- Incredible sense of urgency
- Self-starter
- Want to help people or make a lasting impact
- Independent
- 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/Disability) - NOT ALL LICENSURE IS REQUIRED, AS WE WILL SPONSOR YOU. WE ARE LOOKING FOR CANDIDATES WHO HAVE OBTAINED AT LEAST SOME OF THEIR SERIES LICENSES.
We understand that it takes hard work to find success and we have designed a program that works to ensure that your hard work pays off! Additionally you will be joining a team that is driving success in our San Diego Office.
Some of the benefits of joining North Star Resource Group include:
- Competitive compensation package
- Transition compensation
- Commission/Fee program
- Bonus opportunities
- Experienced Mentorship/Coaching and Joint Work
- Comprehensive training and development program designed to ensure your success
- Benefits package – Health, Dental and Vision
- 401(k) retirement plan and Group Life & Disability insurance
- Family owned and operated, successful organization
As part of this opportunity, you will have the option to work with a number of Senior Advisors who may become mentors to you and your growing practice. In addition to mentors who are industry experts in their niche markets, you will have access to training courses that are designed to educate you on building and sustaining your business.
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