North Star Financial Group, a Registered Investment Advisor, is seeking skilled Financial Planners to join our firm. Our expansion efforts have created the need for experienced advisors possessing a strong planning background with a focus on high level client service and communication. Our boutique firm fosters team work within a high energy atmosphere.
Our firm is dedicated to serving its clients by providing comprehensive wealth management and sophisticated money management through our Asset Allocated Managed Portfolios (AAMP™) program. With more than two decades of experience, North Star embraces a fee-based platform which promotes client/advisor alignment. Located in the foothills of North Carolina, our advisors and associates serve clients in thirteen states and add new assets under management every day.
FINANCIAL PLANNERS
If you are an experienced advisor with a strong planning background and desire to provide fee-based planning and turn-key investment services, we should talk. As an advisor representative, you can enjoy greater career success than you ever thought possible — in house training and marketing programs can provide you with all the clients you can handle, as well as the services, systems and support you need. Our investment management program affords your clients access to individual equity portfolios starting at $100,000 AUM.
Value Proposition:
Advisors face a real uncertainty when it comes to succession planning and maintaining the value of your hard work. We provide a lucrative buy-out program that allows advisors to build their business with confidence. Whether you become disabled, reach retirement or pass away, you and your family are protected.
WHAT YOU NEED
Successful candidates will have at least three years experience working directly with potential clients, converting them to clients through our Total Wealth Management system, analyzing their needs, developing and presenting recommendations, and maintaining effective relationships to help them achieve their goals and objectives. Compliance record must be clean and required licenses include, the Series 7, 63 and 65 or 66 and insurance licenses. Professional designation is preferred but not required..
WHAT WE’LL PROVIDE
North Star Financial Group will provide extensive training and support to ensure your success. Our training videos give you an up close look at some of the most successful techniques and strategies for almost any type of client. Our administrative support allows you to focus on building your business and a regular stream of prospective clients for you to serve. If you currently have Planning Assistants in your practice, we will consider hiring them for you based on current assets under management and/or production expectations. Our technology is second to none and allows complex and comprehensive planning as well as sophisticated analytics. Your responsibility is simple: serve the best interests of those clients using our time honored process.
TO APPLY
If you are interested in reaching your highest level of success, please send your resume to: info@northstarfg.com A comprehensive background check may be conducted on applicants for this position.
