North Star Resource Group
EntryLevel Wealth Manager
North Star Resource Group, Minneapolis, Minnesota, United States, 55400
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Responsibilities:
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs.Embrace the role of a structured yet coachable team player open to continued education and training from other team members.Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives.Qualifications:
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus.Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.Requires a Bachelor’s degree in business administration, finance, or other related field.Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products is necessary.Compensation:
$106,000 at plan earnings
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Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs.Embrace the role of a structured yet coachable team player open to continued education and training from other team members.Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives.Qualifications:
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus.Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.Requires a Bachelor’s degree in business administration, finance, or other related field.Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products is necessary.Compensation:
$106,000 at plan earnings
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