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Financial Consultant for Emerging Professionals
2 months ago
We are seeking a candidate for a financial consulting role with North Star Resource Group. This position 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 in the lives of others. You will benefit from the mentorship of a seasoned financial consultant.
If you aspire to a career that blends sales and marketing with the opportunity for autonomy and meaningful client engagement, financial consulting could be an excellent match for you. By leveraging your relationship-building skills and goal-oriented mindset, you will have the chance to cultivate a premier, client-focused practice.
Successful candidates often come from leadership backgrounds and possess experience in sales and marketing. They are characterized by their ability to make principled decisions based on strong moral and ethical standards. In this role, you will gain insights into the sales and marketing aspects of the financial services sector and learn what it takes to thrive as a Financial Consultant.
North Star Resource Group employs a thorough three-phase onboarding and development strategy designed to familiarize you with the profession, ensure you are fully licensed as a financial consultant, and ultimately assist 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 yield results. Some of the advantages of becoming part of North Star Resource Group include:
- Competitive compensation package - average first-year earnings range from $60,000 to $100,000, influenced by the success of associate consultants.
- Base salary.
- Commission structure.
- Bonus opportunities.
- Experienced mentorship and coaching.
- Comprehensive training and development program tailored for your success.
- A family-owned and operated, thriving organization.
Responsibilities:
• Continuously seek, identify, and engage new prospects while establishing strong relationships with clients as their trusted advisor.
• Assist clients in implementing financial strategies, including savings plans, life insurance, mutual funds, and other financial products.
• Analyze and present financial recommendations and strategies tailored to client risk tolerance and financial goals.
Qualifications:
• Entrepreneurial mindset.
• Strong sense of urgency.
• Self-motivated.
• Passion for helping others and making a lasting impact.
• Collaborative and interdependent.
• Highly driven.
• Strong desire to succeed and overcome challenges.
• A need for ownership in your work.
• Some post-graduate work experience.
• Fully licensed/registered (Series 7, 66, Life/Health) - NOT REQUIRED (we provide sponsorship for those needing to pass these exams).