Current jobs related to Junior Financial Consultant - Milwaukee, Wisconsin - North Star Resource Group

  • Sales Consultant

    3 weeks ago

    Milwaukee, Wisconsin, United States Arrow Financial Business Group Full time

    Unlock Your Potential as a Senior Sales ConsultantAre you a driven and ambitious individual looking to excel in a dynamic sales environment? Arrow Financial Business Group is seeking a talented Senior Sales Consultant to join our team and contribute to our success.About the Role:As a Senior Sales Consultant, you will be responsible for building and...

  • Financial and Underwriting Consultant

    3 days ago

    Milwaukee, Wisconsin, United States Alliant Insurance Services Full time

    About the Role:We are seeking a highly skilled Financial and Underwriting Consultant to join our team at Alliant Insurance Services. As a key member of our team, you will be responsible for executing advanced pricing and analysis requests, leading the development and management of underwriting and analyst teams, and serving as a subject matter expert in...

  • Junior Insurance Sales Consultant

    2 months ago

    Milwaukee, Wisconsin, United States New York Life Insurance Company - Milwaukee Full time

    Job OverviewRecent graduates and aspiring professionals eager to embark on a career in insurance and financial services have a unique opportunity to cultivate their own client base from the outset. As a Financial Professional (Agent) with New York Life Insurance Company, you will not only oversee your portfolio of clients but also offer them a variety of...

  • Debt Fund Financial Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Job Title: Junior Debt Fund CFOAt Northwestern Mutual, we are committed to excellence and growth. We invest in our people and strive to make a positive impact.Job Summary:The Junior Debt Fund CFO will play a key role in managing the fund operations of Northwestern Mutual Capital's third-party junior debt funds. The successful candidate will be responsible...

  • Environmental Consultant Intern

    4 weeks ago

    Milwaukee, Wisconsin, United States ROMBOLL ENVIRON INTERNATIONAL CORP Full time

    Environmental Consultant InternRamboll Environ International Corp is seeking a highly motivated and detail-oriented Environmental Consultant Intern to join our team. As an Environmental Consultant Intern, you will have the opportunity to work on a variety of projects, including site investigation and remediation, brownfields redevelopment, and due...

  • Environmental Consultant Intern

    4 weeks ago

    Milwaukee, Wisconsin, United States ROMBOLL ENVIRON INTERNATIONAL CORP Full time

    Environmental Consultant InternRamboll Environ International Corp is seeking a highly motivated and detail-oriented Environmental Consultant Intern to join our team. As an Environmental Consultant Intern, you will have the opportunity to work on a variety of projects, including site investigation and remediation, brownfields redevelopment, and due...

  • Financial Advisor

    2 weeks ago

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

    Join 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...

  • Information Technology Consultant, Financial Aid Specialist

    1 week ago

    Milwaukee, Wisconsin, United States Milwaukee Area Technical College Full time

    Job SummaryAs an Information Technology Consultant, Financial Aid, you will be responsible for analyzing, designing, integrating, and implementing administrative and academic information systems. You will work under the direction of the Manager, Enterprise Application Support, and collaborate with a team of technology workers to achieve the District's IT...

  • Financial Advisor

    4 weeks ago

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

    Financial Consultant OpportunityWe 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.ResponsibilitiesCustomize financial plans for each client based on their...

  • Financial Advisor

    1 week ago

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

    Job OpportunityWe 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 ResponsibilitiesCompile client financial information to determine goals, status, cash...

  • Archaeological Consultant

    4 weeks ago

    Milwaukee, Wisconsin, United States Stantec Full time

    Archaeologist Job DescriptionStantec is seeking an experienced Archaeologist to join our team in the Midwest region. As an Archaeologist, you will be responsible for leading and conducting cultural resource investigations, providing supervision and training to junior staff, and managing field crews.Key Responsibilities:Lead cultural resource investigations...

  • Financial Planning Specialist

    1 week ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Life Insurance Company Full time

    Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Northwestern Mutual Life Insurance Company. As a key member of our finance team, you will play a critical role in ensuring the optimal use of company resources and protecting or maintaining product value and financial strength.Your primary...

  • Insurance Professional

    2 weeks ago

    Milwaukee, Wisconsin, United States COUNTRY Financial Full time

    About the RoleWe're seeking ambitious professionals who want to own their business and help clients prepare for life's planned and unexpected moments with the right insurance products.COUNTRY Financial Insurance Agents have the opportunity to build a rewarding, financially stable career while enriching lives in the communities we serve.The CareerOur...

  • Implementation Consultant

    4 weeks ago

    Milwaukee, Wisconsin, United States CliftonLarsonAllen Full time

    Job Title: Implementation ConsultantAt CliftonLarsonAllen, we are seeking an experienced Implementation Consultant to join our growing Digital Transformation team. As a key member of our team, you will be responsible for implementing Intacct and other financial systems for our clients, ensuring seamless integration and optimal performance.Key...

  • Senior Environmental Remediation Consultant

    2 weeks ago

    Milwaukee, Wisconsin, United States The Sigma Group Inc Full time

    Senior Environmental Remediation ConsultantWe are seeking a highly experienced Senior Environmental Remediation Consultant to join our Geoscience Group. As a senior member of our team, you will be responsible for leading complex environmental remediation projects, developing site-strategies, and communicating with clients and regulators.Key...

  • Financial Specialist: Milwaukee Area

    3 days ago

    Milwaukee, Wisconsin, United States UW Credit Union Full time

    Financial Specialist Role OverviewAs a Financial Specialist at UW Credit Union, you will play a vital role in providing exceptional service and support to our members. Your primary responsibility will be to understand members' needs, offer financial education, and consultative sales to help them achieve their financial goals and dreams. Key...

  • Financial Planning Specialist

    3 days ago

    Milwaukee, Wisconsin, United States Northwestern Mutual Life Insurance Company Full time

    Financial Planning and Analysis RoleWe are seeking a highly skilled financial planning and analysis professional to join our team at Northwestern Mutual Life Insurance Company. As a financial planning and analysis professional, you will play a critical role in supporting the company's overall expense management process.Key Responsibilities:Develop timely and...

  • Financial Advisor

    1 week ago

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

    Financial 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...

  • Senior Financial Analyst

    7 days ago

    Milwaukee, Wisconsin, United States Hammes Company Full time

    We are a leading healthcare developer, consistently ranked among the nation's top companies by Modern Healthcare and Revista.Hammes is a vertically integrated real estate solutions platform, providing strategic planning, project management, development, investment, and property management services to healthcare clients and other leading institutions.The...

  • Tech Consulting Internship

    2 weeks ago

    Milwaukee, Wisconsin, United States Wipfli Full time

    Join Our Consulting TeamWe are seeking a highly motivated and detail-oriented individual to join our Consulting Practice at Wipfli. As a Consulting Intern, you will work closely with our clients to help them optimize their value streams and improve their financial and operational processes.Responsibilities:Assist in analyzing and configuring various ERP...

Junior Financial Consultant

2 months ago

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


**Overview:**

We are seeking a candidate for a financial consulting role at 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 assisting others and making a meaningful difference. You will receive guidance and mentorship from a seasoned financial consultant.

**Career Opportunity:**

If you are interested in a profession that combines sales and marketing with the opportunity for autonomy and ownership, financial consulting could be an excellent match for you. By joining our organization, you will leverage your relationship-building abilities and goal-oriented mindset to establish a client-centered practice.

**Success Factors:**

Many individuals who thrive in this role have backgrounds in leadership and possess experience in sales and marketing. They are characterized by their ability to make sound decisions grounded in strong moral and ethical principles. This opportunity will provide you with insights into sales and marketing within the financial services sector and the skills necessary to excel as a Financial Consultant. North Star employs a comprehensive three-phase onboarding and development program designed to familiarize you with the profession, ensure you become fully licensed, and assist you in building a sustainable practice.

**Benefits:**

We recognize that achieving success requires dedication, and we have crafted a program that rewards your efforts. Some benefits of joining North Star Resource Group include:
  • Competitive compensation structure - average first-year earnings range from $60,000 to $100,000, influenced by the success of associate consultants.
  • Base salary.
  • Commission incentives.
  • Bonus potential.
  • Experienced mentorship and coaching.
  • Comprehensive training and development initiatives aimed at ensuring your success.
  • A family-owned and operated, thriving organization.
As part of this role, you will collaborate closely with one of our top field leaders, who will serve as your mentor throughout your career journey. Alongside an expert mentor in their niche market, you will have access to training programs designed to educate you on the consultant role and prepare you for the necessary examinations to become a fully registered Financial Consultant.

**Key Responsibilities:**

• Build strong relationships with new clients as their trusted consultant and proactively identify and approach potential prospects.

• Research and deliver financial advice and strategies tailored to each client's risk tolerance and financial goals.

• Develop personalized financial plans that accommodate potential life changes and evolving financial needs.

**Qualifications:**

• Entrepreneurial mindset.

• Strong sense of urgency.

• Self-motivated.

• Passion for helping others and making a lasting impact.

• Collaborative spirit.

• Highly driven.

• Strong desire to succeed and overcome challenges.

• Need for ownership in your work.

• Some post-graduate work experience preferred.

• Fully licensed/registered (Series 7, 66, Life/Health) - NOT REQUIRED (We offer sponsorship for those needing to complete these examinations).