Financial Planning Assistant

About Us:NorthStar Wealth Group, a franchise of Ameriprise Financial Services, LLC, was established in 2004 by founder Gabriel Chavez. NSWG is a Private Wealth Advisory Practice with $1.1B in Assets Under Management. NorthStar has been recently recognized by AdvisorHub: Advisors to watch (Over $1Bil) in 2024 and by Forbes as a 2025 Best in State Wealth Management Team. Our team is committed to professionalism, integrity, and exceptional service. We are seeking a highly organized and client-focused Financial Planning Assistant to join our Woodridge office. This role is essential to maintaining a high level of client servicing and supporting our advisors on client tasks. What sets us apart are two things: our client value proposition and growth culture 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.  Role Description:This role is designed as stepping-stone to become a Financial Advisor or Manager. Prior experience can grant the right candidate a fast track through the pathway.Provide excellent customer service to clients, answering questions, and resolving issues promptly and efficientlyAssist clients with a range of financial needs, including opening accounts, processing transactions, and administrative assistance on accountsCollaborate with other team members to improve processes and enhance the client experienceDemonstrate a growth-oriented mindset by seeking out opportunities to learn and improve skills, and be open to taking on new responsibilities as neededPotential Growth Path:Financial Planning Assistant (Licensed) Estimated Role Timeline: First 6 months - 2 yearsEstimated Salary: $50,000-$75,000Learn firm strategies, culture, and systemsBuild client experience skills while assisting Relationship ManagerObtain Series 7, Series 66, Life and Health Licenses Relationship Manager or ManagerEstimated Role Timeline: 3 years - 5 years Estimated Salary: $75,000-$125,000Work to extend client relationshipsProvide mentorship to Client Service Specialist(s) Senior Relationship Manager or Practice ManagerEstimated Salary: $125,000-$250,000Grow the FirmDevelop Relationship Managers The challenges are great (as are the rewards). If you're up for the challenge, let's talk.  Qualifications and Requirements:Interest in becoming a Relationship ManagerHighly organized and detail-orientedExcellent communication skillsAbility 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 companyPreferred Qualifications Bachelor's degree in STEM FieldFINRA Series 7 and 6366 Licenses, in good standingIllinois Life & Health Insurance License, in good standing 2 or more years' experience in the finance industry or a related role in client services Compensation & Benefits Starting Salary of $50,000-$65,000 (based on qualifications)Performance Bonus Flexible Time Off Health, Vision, and Dental Insurance401(k) with Employer Contribution  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.

Created: 2025-02-21