Financial Advisor - San Diego, CA

North Star Resource Group; San Diego (CA); On-site; USD 40,000 - 120,000; Full time

Benefits offered by this job

Mentorship and coaching

Comprehensive training program

Licensing exam sponsorship

Job summary

North Star Resource Group is seeking a Financial Consultant in San Diego, CA. This role targets recent graduates or experienced professionals seeking meaningful work in a profession focused on serving others and making an impact.

You will be guided by an experienced advisor and enter a structured onboarding and development path. The opportunity emphasizes sales, relationship building, and ownership in your own practice, with sponsorship available for required licensing exams and a strong support

Qualifications

• Associate's or Bachelor's degree is required.
• At least 1 year of post graduate work experience.
• Fully licensed/registered (Series 7, 66, Life/Health) is not required — sponsorship for licensing exams is provided.

Responsibilities

• Help build a client-centered financial practice.
• Learn and apply sales and marketing skills in financial services.
• Work under mentorship of an experienced financial advisor to develop independence.

Skills

Sales skills

Relationship building

Motivation/ambition

Ownership mindset

Education

Associate's/Bachelor's Degree

Job description

North Star Resource Group is looking to find a candidate for a financial consultant position in San Diego, CA. 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 upon 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 Consultant at North Star uses a comprehensive 3 phase on-boarding 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.

Candidate Characteristics

• Associate's/ Bachelor's Degree
• Incredible sense of urgency
• Want to help people or make a lasting impact
• Highly motivated
• Extreme desire to succeed and overcome obstacles
• A need to have ownership in what you d
• Minimum of 1 year of post graduate work experience
• Fully Licensed/Registered (Series 7, 66, Life/Health) - NOT REQUIRED - We provide sponsorship for those needing to pass these exams.

“A very rewarding career after a lot of hard work” – Financial Advisor, (www.glassdoor.c)o)m

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 = $40,000 to $120,000 - This is driven by financial consultant's success.
• Subsidy compensation
• 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 a Senior Advisor 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.