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Financial Planning Consultant

2 months ago

Milwaukee, United States North Star Resource Group Full time
Description

We are looking to find a candidate for a financial advising position in Milwaukee. 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 upon 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.

Benefits:

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 associate advisor success
  • Base compensation
  • 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

•Customize financial plans for each client based on potential life changes and changing financial needs
•Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
•Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
•Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
•Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives

Qualifications

•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)
•Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
•Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
•A Bachelor's degree in business administration, finance, or a related field is required
•Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
•Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital