Associate Financial Advisor

4 weeks ago


Raleigh, United States Longwood University Full time

You are viewing a preview of this job. Log in

or register

to view more details about this job. North Star Resource Group is looking to find a candidate for a financial advising position in Durham, NC. 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 on-boarding 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. Candidate Characteristics: Associate's/Bachelor's Degree Incredible sense of urgency Want to help people or make a lasting impact Highly motivated Extreme desire to succeed and overcome obstacles A need to have ownership in what you do Fully Licensed/Registered (Series 7, 66, Life/Health) - NOT REQUIRED - We provide sponsorship for those needing to pass these exams. “A very rewarding career after a lot of hard work” – Financial Advisor, ( www.glassdoor.com )

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 a Senior Advisor who will become your mentor throughout the life of the position. In addition toa 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. #J-18808-Ljbffr



  • Raleigh, United States Ameriprise Financial Full time

    Obtain your required licenses/credentials within 150 days of hire:- FINRA Series 7- Active State Securities Agent Registration (S 63 or S 66)- Active IAR Registration (S 65 or S 66) and-State Life, Health Insurance and Variable Products lines. Attend Financial Advisor, Associate, Financial Planning, Advisor, Financial, Asset Manager, Banking


  • Raleigh, United States Kestra Financial Independent Advisor Full time

    Who We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...


  • Raleigh, United States Kestra Financial Independent Advisor Full time

    Who We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...

  • Financial Advisor

    3 weeks ago


    Raleigh, United States Pinnacle Financial Partners Full time

    At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning,...

  • Financial Advisor

    2 weeks ago


    Raleigh, United States Pinnacle Financial Partners Full time

    At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning,...


  • Raleigh, United States Kestra Financial Independent Advisor Full time

    Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with our clients that is custom...


  • Raleigh, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our...


  • Raleigh, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our...


  • Raleigh, United States Kestra Financial Independent Advisor Full time

    Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with our clients that is custom...


  • Raleigh, United States Wells Fargo Full time

    Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private Client function. Review basic or tactical client goals and risk tol Financial Advisor, Financial, Associate, Advisor, Private, Client Service, Banking

  • Financial Advisor

    4 weeks ago


    Raleigh, United States Uber Search Partners | Bridge Full time

    Financial Advisors Location: North Carolina Our client, a fast-growing Wealth Management firm with a national footprint and nearly $20B under management, is seeking a Financial Advisor to support and expand their business. The Financial Advisor will be responsible for presenting financial, tax and estate, and asset management planning to existing and new...


  • Raleigh, United States ECPI University Full time

    Overview Financial Assistance Advisor This position will work at ECPI University’s Raleigh, NC campus located at 4101 Doie Cope Rd.,  Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50...


  • Raleigh, United States ECPI University Full time

    Overview: Financial Assistance Advisor This position will work at ECPI Universitys Raleigh, NC campus located at 4101 Doie Cope Rd., Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelors and...

  • Financial Advisor

    2 months ago


    Raleigh, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area.As Coastal’s Financial Advisor, you'll have the opportunity to use your sales talents and ability to build...

  • Financial Advisor

    1 month ago


    Raleigh, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. As Coastals Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members...

  • Financial Advisor

    2 weeks ago


    Raleigh, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area.As Coastal’s Financial Advisor, you'll have the opportunity to use your sales talents and ability to build...


  • Raleigh, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionThe Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for...


  • Raleigh, United States Kestra Financial Independent Advisor Full time

    The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm ...

  • Financial Advisor

    3 weeks ago


    Raleigh, United States Coastal Credit Union Full time

    Job Title: Financial Advisor Position Location: Raleigh, NC Your impact: As Coastal's Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to help them identify their financial needs and goals. You'll identify their needs, gather data, and then analyze that data to prepare and...

  • Financial Advisor

    1 week ago


    Raleigh, United States Coastal Credit Union Full time

    Job Title: Financial Advisor Position Location: Raleigh, NC Your impact: As Coastal's Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to help them identify their financial needs and goals. You'll identify their needs, gather data, and then analyze that data to prepare and...