Financial Consultant

We are looking to find a candidate for a financial advising position in Milwaukee, WI. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact.

Additionally, you will work under the guidance and mentorship of an experienced financial advisor. If you are looking for a career and profession that involves sales and marketing with the ability to have ownership and autonomy; while making an impact in your clients’ lives, financial advising may be a good fit for you. By joining an organization where you can use your relationship-building skills and your ability to meet and exceed goals, you will have the opportunity to build a world-class, client-centered practice.

Many successful individuals in this position have served in leadership roles and often have some experience in sales and marketing. In addition, they have a history of making the right decision based on their moral and ethical values. In this opportunity, you will learn about sales and marketing in the financial services industry and what it takes to be a successful Financial Advisor.

North Star uses a comprehensive 3 phase onboarding and development process that is designed to get you familiar with the career, fully licensed as a financial advisor, and ultimately help you build a sustainable business. Benefits: We understand that it takes hard work to find success and we have designed a program that works to ensure that your hard work pays off Some of the benefits of joining North Star Resource Group include: • Competitive compensation package – average first-year compensation $60,000 to $100,000 - This is driven by the Financial Advisor's success • Base subsidy • Commission Program • Bonus opportunities • Experienced Mentorship and Coaching • Comprehensive training and development program designed to ensure your success • Family-owned and operated, successful organization As part of this opportunity, you will work directly with one of our top field leaders who will become your mentor throughout the life of the position. In addition to a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you on the advisor role and to prepare you to successfully pass all the exams that are required to become a fully registered Financial Advisor. Responsibilities: • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Embrace the role of a structured yet coachable team player open to continued education and training from other team members Qualifications: • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Requires a Bachelor’s degree in business administration, finance, or other related field • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Entrepreneurial • Incredible sense of urgency • Self-starter • Want to help people or make a lasting impact • Interdependent • Highly motivated • Extreme desire to succeed and overcome obstacles • A need to have ownership in what you do • 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) Compensation: $60,000 - $100,000 yearly • Compensation: $60,000-$100,000 per year