Financial Advisor

4 weeks ago


Milwaukee, Wisconsin, United States North Star Resource Group Full time
Financial Advisor Opportunity

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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