Financial Advisor
4 weeks ago
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
- 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
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.
-
Financial Services Professional
3 weeks ago
Milwaukee, Wisconsin, United States Cetera Advisor Networks Full timeUnlock Your Potential as a Financial AdvisorCetera Advisor Networks is a nationwide network of independent financial services firms seeking motivated individuals to join as Financial Advisors. Whether you're starting your career in financial services or looking to grow your existing practice within a supportive firm, we welcome you to apply.Our Top-Notch...
-
Financial Services Professional
4 weeks ago
Milwaukee, Wisconsin, United States Cetera Advisor Networks Full timeUnlock Your Potential as a Financial AdvisorCetera Wealth Management Group is a dynamic and inclusive team seeking ambitious professionals to join our nationwide network of independent financial services firms.As a Financial Advisor, you will cultivate relationships, establish your own business, and provide expert financial guidance to individuals and...
-
Financial Advisor
4 weeks ago
Milwaukee, Wisconsin, United States North Star Resource Group Full timeFinancial Advisor OpportunityWe are seeking a highly motivated and results-driven Financial Advisor to join our team at North Star Resource Group. As a Financial Advisor, you will work closely with our top field leaders to develop and implement comprehensive financial plans for our clients.Your responsibilities will include:Compiling client financial...
-
Financial Advisor
1 month ago
Milwaukee, Wisconsin, United States North Star Resource Group Full timeUnlock Your Potential as a Financial AdvisorAre you looking for a career that combines sales and marketing with the ability to make a meaningful impact in people's lives? Do you have a passion for helping others achieve their financial goals? We're seeking a talented and motivated Financial Advisor to join our team at North Star Resource Group.About the...
-
Financial Advisor
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial AdvisorAre you looking for a rewarding and fulfilling career that allows you to make a positive impact on people's lives? Do you have a passion for helping others achieve their financial goals and dreams?As a Financial Advisor with Northwestern Mutual, you will have the opportunity to build your own practice and...
-
Voya Financial Advisor
3 weeks ago
Milwaukee, Wisconsin, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc. is seeking a Financial Professional to work with plan sponsor relationships in the greater Milwaukee area. This role will focus on 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars.Key responsibilities include:Prospecting, scheduling, and...
-
Financial Advisor
4 weeks ago
Milwaukee, Wisconsin, United States North Star Resource Group Full timeJoin Our Team as a Financial ConsultantWe 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...
-
Financial Advisor
4 weeks ago
Milwaukee, Wisconsin, United States North Star Resource Group Full timeJob DescriptionWe are seeking a skilled Financial Advisor to join our team at North Star Resource Group. As a Financial Advisor, you will work directly with clients to create customized financial plans that meet their unique needs and goals.Key Responsibilities:Create comprehensive financial profiles for clients to inform sound financial adviceDevelop and...
-
Financial Solutions Advisor
4 weeks ago
Milwaukee, Wisconsin, United States Bank of America Full timeJob DescriptionMerrill Financial Solutions Advisors work with high-net worth clients to identify their financial needs and develop personalized investment strategies. This role requires a strong understanding of investment products and services, as well as excellent communication and relationship-building skills.Key ResponsibilitiesProvide tailored...
-
Financial Solutions Advisor
4 weeks ago
Milwaukee, Wisconsin, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals work closely with clients to understand their unique financial goals and develop personalized...
-
Merrill Financial Solutions Advisor
4 weeks ago
Milwaukee, Wisconsin, United States Bank of America Full timeMerrill Financial Solutions AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and...
-
Financial Services Specialist
3 weeks ago
Milwaukee, Wisconsin, United States Cetera Financial Group Full timeAbout the Role:Cetera Financial Group is seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for meeting with current and potential bank customers to determine the best way to serve their investment planning goals.The ideal candidate will have a strong focus on sales and customer...
-
Financial Advisor Foundations Associate
3 weeks ago
Milwaukee, Wisconsin, United States Baird Full timeBaird's Financial Advisor Foundations Program is a unique opportunity for individuals passionate about a career in financial advising. The program provides a comprehensive training experience, combining education, business development opportunities, and hands-on experience in select Private Wealth Management functional areas. This rotational program is...
-
Financial Advisor Foundations Associate
4 weeks ago
Milwaukee, Wisconsin, United States Robert W. Baird & Co. Full timeBaird's Financial Advisor Foundations Program is a comprehensive development program designed for individuals passionate about a career in financial advising. The program provides a structured approach to training, with a focus on work experiences, business development opportunities, and educational initiatives in select Private Wealth Management functional...
-
Financial Advisor
4 weeks ago
Milwaukee, Wisconsin, United States North Star Resource Group Full timeFinancial Advisor OpportunityWe are seeking a highly motivated and detail-oriented Financial Advisor to join our team at North Star Resource Group. As a Financial Advisor, you will work directly with clients to create customized financial plans, provide sound financial advice, and help them achieve their financial goals.Responsibilities:Create financial...
-
Senior Treasury Advisor
4 weeks ago
Milwaukee, Wisconsin, United States BMO Financial Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Treasury Advisor to join our team at BMO Financial Group. As a key member of our treasury team, you will play a critical role in achieving our business objectives and driving growth through effective treasury management.Key ResponsibilitiesDevelop and implement treasury strategies to...
-
Financial Services Specialist
4 weeks ago
Milwaukee, Wisconsin, United States Cetera Financial Group Full timeAbout the Role:The Managed Financial Professional position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers' investment planning goals.As a Financial Services Specialist, you will proactively develop a client base to which appropriate wealth management products can be sold.Key...
-
Financial Planning Specialist
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeWe are seeking a motivated and ambitious individual to join our team of Financial Advisors in Greater Milwaukee. As a Financial Advisor, you will have the opportunity to build your own practice and clientele, with the support and guidance of our experienced mentors and leaders.Our Financial Advisors provide comprehensive financial planning and advice to...
-
Investment Advisor
4 weeks ago
Milwaukee, Wisconsin, United States Heck Capital Advisors Full timeJob SummaryWe are seeking a highly motivated and experienced Investment Advisor to join our team at Heck Capital Advisors. As an integral part of our Investment Advisory team, you will provide sound financial advice to current and future clients, meeting with them to determine their financial objectives, risk tolerance, and future goals.Key...
-
Financial Services Representative
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are seeking a motivated and ambitious individual to join our team of Financial Advisors in Greater Milwaukee. As a Financial Services Representative, you will have the opportunity to build your own practice and clientele, with the support and guidance of our experienced mentors and leaders.Our Financial Advisors provide...