Client-Centered Financial Consultant: Ownership & Mentorship

North Star Resource Group

San Diego (CA)

On-site

USD 40,000 - 120,000

Full time

14 days+
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Benefits offered by this job

Competitive compensation package
Experienced mentorship and coaching
Comprehensive training and development program
Commission program
Bonus opportunities

Job summary

A financial services organization in San Diego is seeking a Financial Consultant to build client relationships and drive sales. Recent graduates and those with sales experience are encouraged to apply. This role offers a comprehensive mentorship program with experienced advisors and the opportunity to achieve competitive compensation based on success. Candidates must possess at least an Associate's or Bachelor's degree and have a strong motivation to succeed. Full licensing support will be provided for those in need.

Qualifications

  • Recent college graduate or experienced individual seeking fulfillment.
  • Minimum of 1 year of post-graduate work experience.
  • Willingness to obtain financial licenses (Series 7, 66, Life/Health).

Responsibilities

  • Work under the mentorship of an experienced financial advisor.
  • Build and manage a client-centered financial practice.
  • Learn about sales and marketing in the financial services industry.

Skills

Sales and marketing experience
Relationship building
Motivation to succeed
Sense of urgency

Education

Associate's/Bachelor's Degree

Job description

A financial services organization in San Diego is seeking a Financial Consultant to build client relationships and drive sales. Recent graduates and those with sales experience are encouraged to apply. This role offers a comprehensive mentorship program with experienced advisors and the opportunity to achieve competitive compensation based on success. Candidates must possess at least an Associate's or Bachelor's degree and have a strong motivation to succeed. Full licensing support will be provided for those in need.
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