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Entry-Level Financial Advisor

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, WI. 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 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

•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
•Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
•Embrace the role of a structured yet coachable team player open to continued education and training from other team members

Qualifications

•Requires a Bachelor's degree in business administration, finance, or other related field
•Valid FINRA Series 7 & 63/66 preferred but not required
•Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
•Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary