What are the responsibilities and job description for the Business Development Associate position at NorthStar Wealth Group?
NorthStar Wealth Group is a leading Private Wealth Advisory Practice that is dedicated to delivering exceptional client service and investment solutions.
We are seeking a highly motivated and detail-oriented Financial Planning Assistant to join our team. In this role, you will have the opportunity to work closely with our advisors and support them on various tasks.
Key Benefits:
- A competitive salary and performance-based bonuses
- A comprehensive benefits package, including health, vision, and dental insurance
- A 401(k) plan with employer contribution
Key Skills and Qualifications:
- Excellent communication and interpersonal skills
- Ability to work effectively under pressure and meet deadlines
- Strong organizational and time management skills
- Proficient in Microsoft Office Suite
- Ability to acquire FINRA Series 7, Series 66, and Illinois Life & Health Licenses within 180 days of employment
Potential Career Advancement:
This role is designed as a stepping-stone to become a Financial Advisor or Manager. Prior experience can grant the right candidate a fast track through the pathway.
Requirements:
- 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