Financial Advisor, San Diego, CA

About the role

North Star Resource Group is seeking a motivated individual to join our San Diego office and build a career as a financial advisor. This opportunity is designed for recent college graduates and experienced professionals looking for a more fulfilling career centered on serving others and making an impact. North Star combines the ownership and autonomy of building your own financial advising practice with the resources of an established, independent financial services firm. You will work under the guidance of an experienced financial advisor who will provide mentorship, coaching, and practical industry knowledge. You will also have access to North Star’s training, technology, business development resources, and subject‑matter specialists. This structure allows advisors to stay focused on client relationships while bringing in experienced specialists to help develop comprehensive financial strategies.

Responsibilities

• Build client and professional relationships
• Identify client needs and develop financial strategies
• Develop sales and marketing skills
• Complete required licensing exams
• Learn from an experienced senior advisor
• Collaborate with North Star specialists
• Build an independent, client‑centered practice

Requirements

• Bachelor’s degree
• Strong candidates typically demonstrate:
  • Entrepreneurial mindset
  • Strong communication skills
  • Leadership or sales experience
  • Motivation and personal accountability
  • Willingness to take initiative
  • Ethical, values‑based decision‑making
  • Determination to overcome challenges
• Previous financial services experience is not required.
• Candidates who are not currently licensed will receive exam preparation support and sponsorship for the Series 7, Series 66, and Life and Health licenses.

Pay

First‑year compensation range: $40,000 to $120,000, consisting of base compensation, commissions, and bonuses.

Benefits

• Access to specialist support divisions including financial planning, investments, life insurance, disability insurance, long‑term care, property and casualty, employee benefits, Medicare and individual health, business owner solutions, retirement planning, and tax services.
• One‑on‑one mentorship and coaching.
• Licensing and professional development support.
• Long‑term practice ownership and autonomy.