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Financial Services Representative
2 months ago
Job Title: Financial Services Representative
Job Summary:
We are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at North Star Resource Group. As a Financial Services Representative, you will be responsible for providing exceptional client service, building strong relationships with clients, and helping them achieve their financial goals.
Key Responsibilities:
- Provide strategic recommendations for financial products, plans, and investments to help clients achieve their financial goals.
- Work directly with clients to compile financial profiles and provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management.
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor.
- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs.
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members.
Requirements:
- Requires a Bachelor's degree in business administration, finance, or other related field.
- Valid FINRA Series 7 & 63/66 preferred but not required.
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients.
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary.
Benefits:
- Competitive compensation package - average first-year compensation = $60,000 to $100,000 - This is driven by the Financial Advisor's success.
- Base subsidy.
- Commission Program.
- Bonus opportunities.
- Experienced Mentorship and Coaching.
- Comprehensive training and development program designed to ensure your success.
- Family-owned and operated, successful organization.
About North Star Resource Group:
North Star Resource Group is a leading provider of financial services, dedicated to helping individuals and families achieve their financial goals. We are committed to providing exceptional client service, building strong relationships, and delivering innovative solutions to meet the evolving needs of our clients.
