Financial Advisor

6 days ago


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

We are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Consultant. As a Financial Consultant, you will work directly with clients to understand their financial goals and develop personalized plans to achieve them.

Responsibilities
  • Customize financial plans for each client based on their unique needs and goals
  • Help clients implement financial recommendations, such as life insurance, savings plans, and investment strategies
  • Identify and pursue new business opportunities, establishing strong relationships with new clients
  • Provide exceptional customer service to existing clients, tracking and monitoring communications and strategies
  • Synthesize and present financial recommendations and strategies tailored to each client's risk tolerance and financial objectives
Qualifications
  • Entrepreneurial spirit and self-motivation
  • Strong relationship-building skills and ability to meet and exceed goals
  • Highly motivated and driven to succeed
  • Excellent math skills, communication skills, and customer service skills
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations
Benefits
  • Competitive compensation package, with average first-year compensation ranging from $60,000 to $100,000
  • Base compensation, commission program, and bonus opportunities
  • Experienced mentorship and coaching, comprehensive training and development program
  • Family-owned and operated, successful organization with a strong reputation in the industry

We offer a comprehensive onboarding and development process, designed to get you familiar with the career, fully licensed as a financial advisor, and ultimately help you build a sustainable business. Our top field leaders will serve as mentors, providing guidance and support throughout your career. Additionally, you will have access to training courses and resources to help you succeed in your role.


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