Financial Advisor

4 weeks ago


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

We are seeking a highly motivated and experienced Financial Consultant to join our team at North Star Resource Group. As a Financial Consultant, you will play a critical role in helping individuals, families, and businesses achieve their financial goals.

Key Responsibilities
  • Compile client financial information to determine goals, status, cash flow, and expectations
  • Provide exceptional customer service to existing clients, tracking and monitoring communications in the client file
  • Research and offer financial advice and strategies tailored to client risk tolerance and objectives
  • Identify, seek, and establish new client relationships, creating strong bonds as a trusted advisor
  • Help clients implement financial recommendations, such as life insurance, savings plans, mutual funds, and other financial products
Requirements
  • CPA license or CFP certification, along with FINRA Series 7 and 66, are required
  • Excellent math, relationship, communication, and customer service skills are essential
  • Knowledge of the financial industry, products, best practices, and tax regulations is desired
  • A Bachelor's degree in business administration, finance, or a related field is required
  • Success in financial planning, personal financial advising, financial analysis, or consulting is desired
  • Entrepreneurial spirit, sense of urgency, self-starter mentality, and a desire to help others are highly valued
About North Star Resource Group

North Star Resource Group is a Minneapolis-based financial services firm dedicated to providing individuals, families, and businesses with the resources to create, preserve, and protect their wealth. With a network of 180 advisors across 22 states, we have contributed to the financial security and well-being of over 150,000 individuals.* We also contribute 10 percent of our profits each year to worthy nonprofits through the Scott Richards North Star Foundation, totaling $6.8 million donated since 2004.

*Data as of 12/2023

We offer a comprehensive training and development program, experienced mentorship, and a competitive compensation package with opportunities for bonuses and growth.



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