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Full-Time

Associate Financial Advisor

San Diego, CA

Posted on 4/1/2024

North Star Resource Group

North Star Resource Group

201-500 employees

Provides comprehensive financial and insurance services

Consulting
Fintech
Financial Services
Education

Compensation Overview

$60k - $100kAnnually

+ Commission + Bonus + Experienced Mentorship + Coaching + Comprehensive Training

Junior, Mid

San Diego, CA, USA

Category
Field Sales
Strategic Account Management
Sales & Account Management
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
  • Use relationship building skills and ability to meet and exceed goals to build a client-centered practice
  • Learn about sales and marketing in the financial services industry
  • Participate in a comprehensive 3 phase on-boarding and development process
  • Work directly with a Senior Advisor who will become your mentor throughout the position
North Star Resource Group

North Star Resource Group

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North Star Resource Group offers comprehensive financial planning, life insurance, investments, disability insurance, and retirement planning services, supported by a network of 170 advisors across 22 states. The company also provides personalized services and has donated $6.3 million to nonprofits through the Scott Richards North Star Foundation.

Company Stage

N/A

Total Funding

N/A

Headquarters

Tampa, Florida

Founded

1908

Growth & Insights
Headcount

6 month growth

-12%

1 year growth

-12%

2 year growth

-12%
INACTIVE