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Financial Advisor Trainee

2 months ago

Minneapolis, Minnesota, United States North Star Resource Group Full time


We are seeking a candidate for a financial advisory role. This position is ideal for recent graduates or individuals currently in a role that lacks fulfillment, who are eager to embark on a career focused on helping others and making a significant impact. You will benefit from the mentorship of an experienced financial advisor.

If you are interested in a career that combines sales and marketing with the opportunity for ownership and autonomy, financial advising could be the right path for you. By leveraging your relationship-building skills and your ability to meet and exceed targets, you will have the chance to develop a client-centered practice that is world-class.

Successful candidates often have backgrounds in leadership and possess experience in sales and marketing. They typically demonstrate strong moral and ethical values in their decision-making. This opportunity will provide you with insights into sales and marketing within the financial services sector and the essential skills needed to thrive as a Financial Advisor.

North Star Resource Group employs a thorough three-phase onboarding and development process designed to familiarize you with the profession, ensure you are fully licensed as a financial advisor, and ultimately assist you in establishing a sustainable business.

Benefits:

We recognize that achieving success requires dedication, and we have structured a program to ensure that your efforts are rewarded. Some of the advantages of becoming part of North Star Resource Group include:
  • Competitive compensation package - average first-year earnings range from $60,000 to $100,000, influenced by associate advisor performance
  • Base salary
  • Commission structure
  • Bonus potential
  • Experienced mentorship and coaching
  • Comprehensive training and development program tailored for your success
  • Family-owned and operated, successful organization
As part of this role, you will collaborate directly with one of our top field leaders, who will serve as your mentor throughout your tenure. In addition to mentorship from an industry expert, you will have access to training courses designed to prepare you for the advisor role and to help you successfully complete all necessary examinations to become a fully registered Financial Advisor.

Responsibilities:

• Continuously seek, identify, and engage new prospects while establishing strong relationships with clients as their trusted advisor.

• Assist clients in implementing financial strategies, including savings plans, life insurance, mutual funds, and other financial products.

• Analyze and present financial recommendations and strategies tailored to client risk tolerance and financial goals.

Qualifications:

• Entrepreneurial mindset

• Strong sense of urgency

• Self-motivated

• Desire to help others and create a lasting impact

• Collaborative

• Highly driven

• Strong desire to succeed and overcome challenges

• Need for ownership in your work

• Some post-graduate work experience

• Fully licensed/registered (Series 7, 66, Life/Health) - NOT REQUIRED (Sponsorship available for those needing to pass these exams)