North Star Resource Group • Minneapolis, MN, US
Posted 3 days ago
Description
We are looking to find a candidate for a financial advising position in Minneapolis, MN. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact. Additionally, you will work under the guidance and mentorship of an experienced financial advisor.
If you are looking for a career and profession that involves sales and marketing with the ability to have ownership and autonomy while making an impact in your clients’ lives, financial advising may be a good 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.
Many successful individuals in this position have served in leadership roles and often have some experience in sales and marketing. In addition, they have a history of making the right decision based on their moral and ethical values. In this opportunity, you will learn about sales and marketing in the financial services industry and what it takes to be a successful Financial Advisor.
North Star uses a comprehensive 3-phase onboarding and development process that is designed to get you familiar with the career, fully licensed as a financial advisor, and ultimately help you build a sustainable business.
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! Some of the benefits of joining North Star Resource Group include:
- Competitive compensation package – average first-year compensation = $60,000 to $100,000 - This is driven by the Financial Advisor's success
- Base subsidy
- Commission Program
- Bonus opportunities
- Experienced Mentorship and Coaching
- Comprehensive training and development program designed to ensure your success
- Family-owned and operated, successful organization
As part of this opportunity, you will work directly with one of our top field leaders who will become your mentor throughout the life of the position. In addition to a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you on the advisor role and to prepare you to successfully pass all the exams that are required to become a fully registered Financial Advisor.
Responsibilities
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Qualifications
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Valid FINRA Series 7 & 63/66 preferred but not required
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
Compensation
$60,000 - $100,000 yearly
About North Star Resource Group
North Star Resource Group is a Minneapolis-based financial services firm that provides individuals, families, and businesses with the resources needed to create, preserve, and protect their wealth. With a network of 180 advisors in 22 states, North Star has contributed to the financial security and well-being of over 150,000 individuals. Additionally, North Star contributes 10 percent of profits each year to worthy nonprofits through the Scott Richards North Star Foundation, totaling $6.8 million donated since 2004.
*Data as of 12/2023
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Investment advisor representative of Cetera Advisor Networks, LLC. Securities are offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
2701 University Ave SE, Minneapolis, MN 55414 - 612.617.6000
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