Associate Financial Advisor
San Diego, CA
Posted on 4/1/2024
North Star Resource Group

201-500 employees

Provides financial services for wealth creation and preservation.
Company Overview
North Star Resource Group stands out as a leading financial services firm due to its extensive network of 170 advisors across 22 states, serving over 140,000 individuals with wealth creation and protection strategies. The company's commitment to social responsibility is evident in its annual donation of 10% of profits to nonprofits, amounting to $6.3 million since 2004. Furthermore, North Star's unique matching tool ensures clients are paired with financial professionals who align with their values and priorities, enhancing the quality of service and customer satisfaction.
Financial Services

Company Stage

N/A

Total Funding

N/A

Founded

1908

Headquarters

Minneapolis, Minnesota

Growth & Insights
Headcount

6 month growth

3%

1 year growth

6%

2 year growth

6%
Locations
San Diego, CA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Marketing
CategoriesNew
Sales & Account Management
Field Sales
Strategic Account Management
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