- We deliver investment solutions that address our client's cash flow needs from our comprehensive plans. This process enhances the ability for our clients to meet their financial objectives.
- As NorthStar Wealth Group continues to evolve, we provide the opportunity for an individual to join us at ground zero and grow with the firm.
- Provide excellent customer service to clients, answering questions, and resolving issues promptly and efficiently
- Assist clients with a range of financial needs, including opening accounts, processing transactions, and administrative assistance on accounts
- Collaborate with other team members to improve processes and enhance the client experience
- Demonstrate a growth-oriented mindset by seeking out opportunities to learn and improve skills, and be open to taking on new responsibilities as needed
- Learn firm strategies, culture, and systems
- Build client experience skills while assisting Relationship Manager
- Obtain Series 7, Series 66, Life and Health Licenses
- Work directly with Relationship Manager to extend client relationships
- Provide mentorship to Client Service Specialist(s)
- Grow the Firm
- Develop Relationship Managers
- Interest in becoming a Relationship Manager
- Highly organized and detail-oriented
- Excellent communication skills
- Ability to work effectively under pressure
- Strong time management skills with an ability to handle multiple tasks simultaneously
- Proficient in Microsoft Office Suite
- Ability to acquire FINRA Series 7, Series 66, and Illinois Life & Health Licenses within 180 days of employment
- Willingness to grow and evolve within the company
- Bachelor's degree in Finance, Business, or work experience in related field
- FINRA Series 7 and 63/66 Licenses, in good standing
- Illinois Life & Health Insurance License, in good standing
- 2 or more years' experience in the finance industry or a related role in client services
- Starting Salary of $50,000-$75,000 (based on qualifications)
- Performance Bonus
- Flexible Time Off
- Health, Vision, and Dental Insurance
- 401(k) with Employer Contribution
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Licensed Financial Planning Assistant - Woodridge, United States - NorthStar Wealth Group
1 week ago
Description
NorthStar Wealth Group - Licensed Financial Planning Assistant
We, a Private Wealth Advisory Practice with $1B in Assets Under Management, have created a seat at the table for a remarkable Relationship Manager.
A bit about us...
NorthStar Wealth Group was established in 2004 by founder Gabriel Chavez. Beginning his journey with no clients and zero dollars under management, Gabriel's enthusiasm to help individuals quickly launched the company to where it is today. Now with $1B assets under management and 24 employees, NorthStar been recognized by AdvisorHub as the #4 Fast Growing Advisor nationally and by Forbes as 2024 Best in State Teams.
We work with families and small executives as fiduciaries to manage investments and provide comprehensive financial planning. Our use of quantitative investment strategies founded on rules-based trading allow us to deliver a consistent experience to our clients.
What sets us apart are two things: our client value proposition and growth culture
This role has a number of components:
This role is designed as stepping-stone to become a Financial Advisor or Manager. Prior experience in the roles listed below can grant the right candidate a fast track through the pathway. Below is a brief outline of what to expect throughout your future at our firm:
Financial Planning Assistant (Licensed)
Estimated Role Timeline: First 6 months – 2 years
Estimated Salary: $50,000-$75,000
Relationship Manager or Manager
Estimated Role Timeline: 3 years – 5 years
Estimated Salary: $75,000-$125,000
Senior Relationship Manager or Practice Manager
Estimated Salary: $125,000-$250,000
The challenges are great (as are the rewards).
According to a study from J.D. Power, the average age of Relationship Managers were 55 years of age in 2019 with over 20% age 65 or older. The industry is going to need to develop the next generation of professionals. That's what makes this role so critical to our company.
If you're up for the challenge, let's talk.
Non-Negotiables
Preferred Qualifications
Compensation & Benefits
NorthStar Wealth Group, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
