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Associate Financial Planner

2 months ago

Denver, United States North Star Financial Services Full time

Our Denver, CO office is seeking a professional to join the North Star Family as an Associate Financial Planner. This candidate would enter our Financial Planner Training Program to learn how to build a practice with guidance from a Senior Planner. While in training, the candidate would work directly with a Senior Planner and simultaneously build their own book of business.

Because North Star is dedicated to training and development, no previous experience is needed Those that align with North Star tend to have professional experience but lack room for advancement and autonomy in their current position. If you are looking to become a successful entrepreneur in this profession under the guidance of an experienced financial planner, you may be a good fit for this opportunity. This profession involves sales and marketing with the ability to have ownership; all while making an impact in your clients' lives. If this description sounds like you, apply today and join us in an exploratory conversation

Our Ideal Candidate:

  • Series 7, Series 66 and Health and Life Licensed - NOT REQUIRED TO APPLY
  • 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

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 include:

  • Competitive compensation package
  • Base subsidy
  • Commission program
  • Bonus opportunities
  • Experienced Mentorship and Coaching
  • Comprehensive development program designed to ensure your success
  • Benefits package - Health, Dental and Vision
  • 401(k) retirement plan and Life & Disability insurance
  • Family owned and operated for over 100 years

As part of this opportunity, you will work directly with a Senior Planner and Sales Manager who will become your mentors throughout the life of your career. In addition to access 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 role and to prepare you to successfully pass all the exams that are required to become a fully registered Financial Planner.

Job Type: Full-time