Wealth Management Associate

About Northstar

If you are excited about working with a dynamic team that specializes in a truly holistic and personalized approach to guiding clients, then we would love to have a conversation with you!

Founded in 1994, Northstar Financial Planning is a growing Fee-Only wealth management firm serving over 100 clients and managing over $200 million of their wealth. We embrace our fiduciary duty and are passionate about putting our clients’ interests first.

We have a specialty focus in empowering women managing major life transitions to thrive both personally and financially, including widows, divorce, business owners etc.

Position Overview:

We seek a highly motivated professional to help us provide world class service and advice to our growing client base. This individual is passionate about servicing, retaining, and growing client relationships by exceeding expectations. You would work alongside our tight knit Financial Advisory team on all aspects of the wealth management process.

If you excel in this role, you may have the opportunity to manage a group of clients directly.

Qualities

• Attention to detail and organization
• Effective and efficient time management
• Polite and clear phone manner
• Ability to prioritize tasks and work in a deadline-driven environment
• Effective communicator, verbally and in writing
• Prefers working as part of a team
• Positive attitude and sincere willingness to constantly learn and grow

Job Responsibilities

• Supports Wealth Advisory team in all areas of the client relationship
• Participates in client meetings
• Proactively manages meeting preparation, analysis, and follow up.
• Continuing education to develop advanced technical and behavioral knowledge
• Assist with investment research and financial planning
• Work with the firm’s prospective clients and referrals to identify new opportunities
• Ongoing CRM management and workflows

Educational and Experience Requirements and Preferences

• Bachelor’s degree required
• 2+ years of financial planning/investment experience
• Coursework towards CERTIFIED FINANCIAL PLANNERTM (CFP®) designation
• Proficiency with Microsoft Office suite, especially Excel
• Redtail, eMoney, Morningstar, MoneyGuidePro, Orion, and tax software experience a plus.

Salary and Benefits

• No business development requirements
• Competitive salary based on experience with room for growth
• Incentive compensation
• 401(k) with matching contributions and profit sharing
• Mentorship and professional growth opportunities
• Flexible working environment