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Licensed Financial Advisor

4 months ago

Minneapolis, United States North Star Resource Group Full time
Description

Experienced Financial Advisor - Minneapolis, MN

North Star Resource Group is looking for a candidate to fill a financial advising position in Minneapolis, MN. We are looking for an experienced financial advisor that is interested in growing their practice and partnering with other advisors in succession planning opportunities.

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.

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
  • 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 partner with you to insure your success in this role.

#LI-JO1

Responsibilities
• Provide personalized financial advice and investment strategies to clients based on their individual goals and risk tolerance.
• Monitor and evaluate clients' financial goals and adjust strategies as needed to ensure they remain on track to meet their objectives.
• Stay up-to-date on industry regulations, market trends, and investment products to provide the most current and relevant advice to clients.
• Cultivate and maintain strong relationships with clients through regular communication and exceptional service to foster long-term partnerships.

Qualifications
• Entrepreneurial
• Incredible sense of urgency
• Self-starter
• Want to help people and make a lasting impact
• Interdependent
• Highly motivated
• Extreme desire to succeed and overcome obstacles
• A desire to have ownership in what you do
• Some post graduate work experience
• Fully Licensed/Registered (Series 7, 66, Life/Health)