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Financial Planning Specialist

1 month ago

Reston, Virginia, United States NorthStar Wealth Group Full time
Unlock Your Potential as a Junior Financial Advisor

NorthStar Wealth Group, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC, is seeking a talented Junior Financial Advisor to join our team. As a key member of our Rockford team, you will have the opportunity to work with our experienced advisors to deliver exceptional client service and grow your career in the financial services industry.

About NorthStar Wealth Group

Established in 2004 by founder Gabriel Chavez, NorthStar Wealth Group has grown to become a leading Private Wealth Advisory Practice with $1B in Assets Under Management. Our team of experienced advisors is dedicated to providing comprehensive financial planning and investment services to individuals and families.

Key Responsibilities
  • Provide exceptional client service, 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
Compensation and Benefits
  • Starting Salary of $50,000-$75,000 (based on qualifications) for non-licensed individuals
  • 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 is an equal opportunity employer and considers 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.