Financial Advisor
5 days ago
We are seeking a highly motivated and results-driven Financial Consultant to join our team at North Star Resource Group. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and build a successful career in the financial services industry.
About the Role:
Gather and analyze clients' financial information to determine their financial status, cash flow, financial goals, and expectations.
Customize financial plans for each client based on potential life changes and changing financial needs.
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor.
Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives.
Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products.
Qualifications:
Excellent math skills, relationship skills, communication skills, and customer service skills are crucial.
Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary.
Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital.
Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed.
Requires a Bachelor's degree in finance, business administration, or related field.
Entrepreneurial, self-starter, and highly motivated with a strong desire to succeed and overcome obstacles.
A need to have ownership in what you do and a passion for helping people or making a lasting impact.
Compensation:
$60,000 - $100,000 yearly.
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