Demo

Junior Financial Advisor

NorthStar Wealth Group
Rockford, IL Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/29/2025

About Us :

NorthStar Wealth Group, a franchise of Ameriprise Financial, was established in 2004. NSWG is a women-lead private Wealth Advisory Practice with $1.1B in Assets Under Management. NorthStar has been recently recognized by AdvisorHub as the #4 Fast Growing Advisor nationally and by Forbes as a 2024 Best in State Teams. Our team is committed to professionalism, integrity, and exceptional service. We are seeking a highly organized and client-focused Junior Financial Advisor to join our Rockford office.

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.

This role has a number of components :

  • 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
  • This role is designed as stepping-stone to become a Lead Financial Advisor. 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 :

    Client Service Specialist (Unlicensed)

    Estimated Role Timeline : First 6 months while obtaining licensing

    Estimated Salary : $50,000-$75,000

  • Learn firm strategies, culture, and systems
  • Build client experience skills while assisting Lead Financial Advisor
  • Obtain Series 7, Series 66, Life and Health Licenses
  • NOTE : Must have already completed the SIE
  • Junior Financial Advisor

    Estimated Role Timeline : 2 years – 5 years

    Estimated Salary : $75,000-$125,000

  • Work directly with Lead Financial Advisor and team to extend client relationships
  • Help Grow the Firm
  • Provide mentorship to Client Service Specialist(s)
  • Lead Financial Advisor

    Estimated Salary : $125,000-$250,000

  • Grow the Firm
  • Develop Relationship Managers
  • The challenges are great (as are the rewards).

    If you’re up for the challenge, let’s talk.

    Non-Negotiables

  • 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
  • Must already have passed the SIE
  • Willingness to grow and evolve within the company
  • Preferred Qualifications

  • 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
  • Compensation & Benefits

  • Starting Salary of $50,000-$75,000 (based on qualifications) for non-licensed individual
  • Starting Salary of $75,000 to $125,000 for fully licensed individuals (additional compensation for experience and designations)
  • Performance Bonus
  • Flexible Time Off
  • Health, Vision, and Dental Insurance
  • 401(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.

    Salary : $50,000 - $75,000

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