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Junior Financial Consultant
2 months ago
We are seeking a candidate for a financial consulting role. This position is ideal for recent graduates or individuals currently in a role that lacks fulfillment, looking to transition into a career focused on helping others and making a meaningful impact.
In this role, you will receive guidance and mentorship from an experienced financial consultant. If you are interested in a career that combines sales and marketing with the opportunity for ownership and independence, financial consulting could be the right path for you. By leveraging your relationship-building skills and goal-oriented mindset, you will have the chance to establish a premier, client-focused practice.
Successful candidates often have backgrounds in leadership, sales, or marketing, and possess a strong moral compass guiding their decisions. This opportunity will provide you with insights into the sales and marketing aspects of the financial services sector and the skills necessary to thrive as a Financial Consultant. Our organization employs a comprehensive onboarding and development program to familiarize you with the profession, assist you in obtaining your financial advisor license, and ultimately help you build a sustainable practice.
Benefits:
- Competitive compensation structure – average first-year earnings range from $60,000 to $100,000, influenced by the success of associate advisors.
- Base salary
- Commission opportunities
- Bonus potential
- Experienced mentorship and coaching
- Comprehensive training and development initiatives to ensure your success
- Family-owned and operated, successful organization
As part of this opportunity, you will work closely with a top field leader who will serve as your mentor throughout your career. You will also have access to training programs designed to educate you on the advisor role and prepare you for the necessary licensing examinations.
Compensation:$106,000 at plan earnings
Key Responsibilities:- Build and maintain strong relationships with new clients as their trusted advisor, while continuously identifying and approaching potential prospects.
- Conduct research and provide tailored financial advice and strategies based on clients' risk tolerance and financial goals.
- Develop customized financial plans that address clients' evolving life circumstances and financial needs.
- Entrepreneurial mindset
- Strong sense of urgency
- Self-motivated
- Desire to help others and create a lasting impact
- Collaborative
- Highly driven
- Strong determination to succeed and overcome challenges
- Desire for ownership in your work
- Some post-graduate work experience
- Licensing (Series 7, 66, Life/Health) is not required; sponsorship is available for those needing to complete these exams.
North Star Resource Group is a financial services firm dedicated to providing individuals, families, and businesses with the tools necessary to create, preserve, and protect their wealth. With a network of advisors across multiple states, North Star has positively impacted the financial security of numerous clients. Additionally, the firm contributes a portion of its profits to charitable organizations through its foundation, supporting various nonprofit initiatives.
