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Financial Planning Specialist

2 months ago

Milwaukee, Wisconsin, United States North Star Resource Group Full time
About the Role

We are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Planning Specialist. As a key member of our organization, you will have the opportunity to work directly with clients, providing personalized financial planning and guidance to help them achieve their financial goals.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and objectives.
  • Collaborate with clients to identify and implement financial strategies, including investment and insurance solutions.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
  • Stay up-to-date with industry trends and developments, applying this knowledge to provide expert advice and guidance to clients.
Requirements
  • Bachelor's degree in business administration, finance, or a related field.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Valid professional license, such as a CPA or CFP, and FINRA Series 7 and 66 licenses.
About North Star Resource Group

North Star Resource Group is a family-owned and operated organization dedicated to providing exceptional financial planning and guidance to our clients. We are committed to helping individuals and families achieve their financial goals and build a secure financial future.