Financial Advisor
4 weeks ago
We are seeking a highly motivated and detail-oriented Financial Advisor to join our team at North Star Resource Group. As a Financial Advisor, you will work directly with clients to create customized financial plans, provide sound financial advice, and help them achieve their financial goals.
Responsibilities:
- Create financial plans for clients based on their individual needs and circumstances
- Work with clients to compile financial profiles and provide financial advice
- Develop strong relationships with new clients and support their progress toward their financial goals
- Collaborate with the team to provide exceptional customer service and support
Qualifications:
- Experience working with financial planning software and CRM systems
- Valid FINRA Series 7 & 63/66 certification preferred
- Exemplary math skills, communication skills, and relationship skills
- Bachelor's degree in business administration, finance, or a related field
Benefits:
- Competitive compensation package
- Base subsidy
- Commission program
- Bonus opportunities
- Experienced mentorship and coaching
- Comprehensive training and development program
We offer a comprehensive 3-phase onboarding and development process to ensure your success as a Financial Advisor. Our team is dedicated to helping you build a sustainable business and achieve your financial goals.
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