Job Description

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 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

Potential Growth Path:

Financial Planning Assistant (Licensed)

Estimated Role Timeline: First 6 months – 2 years

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

• Learn firm strategies, culture, and systems
• Build client experience skills while assisting Relationship Manager
• Obtain Series 7, Series 66, Life and Health Licenses

Relationship Manager or Manager

Estimated Role Timeline: 3 years – 5 years

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

• Work to extend client relationships
• Provide mentorship to Client Service Specialist(s)

Senior Relationship Manager or Practice Manager

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.

Qualifications and 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
• 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 company

Preferred Qualifications

• Bachelor’s degree in STEM 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-$65,000 (based on qualifications)
• 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.

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