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Junior Financial Consultant

2 months ago

Milwaukee, Wisconsin, United States North Star Resource Group Full time
Position Overview:

We are seeking a candidate for a financial consulting role at North Star Resource Group. This opportunity is ideal for recent graduates or individuals currently in a role that lacks fulfillment, who are eager to embark on a career focused on making a positive impact on others' lives. You will receive guidance and mentorship from a seasoned financial advisor.

Career Insights:

If you are interested in a profession that combines sales and marketing with the chance to take ownership of your work while positively influencing clients' financial well-being, financial consulting could be a suitable path for you. By leveraging your relationship-building abilities and striving to meet and exceed objectives, you will have the chance to cultivate a client-centered practice of excellence.

Many successful candidates in this role have prior experience in leadership positions and a background in sales and marketing. They are characterized by their ability to make decisions grounded in strong moral and ethical principles. This role offers a comprehensive onboarding and development process designed to familiarize you with the financial advisory career, help you obtain necessary licenses, and ultimately support 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 benefits of being part of North Star Resource Group include:
  • Competitive compensation package with average first-year earnings ranging 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 aimed at ensuring your success.
  • A family-owned and operated organization with a strong track record.
As part of this role, you will collaborate closely with one of our top field leaders, who will serve as your mentor throughout your journey. In addition to mentorship from an industry expert, you will have access to training courses designed to equip you with the knowledge required for the advisor role and to prepare you for the necessary licensing exams.

Key Responsibilities:

• Build and maintain strong relationships with new clients as their trusted advisor, continuously identifying and approaching potential prospects.

• Research and deliver financial advice and strategies tailored to clients' risk tolerance and financial goals.

• Develop customized financial plans that adapt to clients' life changes and evolving financial needs.

Qualifications:

• Entrepreneurial mindset.

• Strong sense of urgency.

• Self-motivated and proactive.

• Passion for helping others and making a lasting impact.

• Collaborative and interdependent.

• Highly driven and ambitious.

• Desire for ownership in your work.

• Some post-graduate work experience preferred.

• Licensing (Series 7, 66, Life/Health) is not required as we provide sponsorship for those needing to complete these exams.