Financial Advisor - Northstar Capital : Job Details

Company Description

NorthStar Capital Inc. is a premier investment management firm based in New England, specializing in delivering customized investment solutions, including long-term capital appreciation for clients. With a foundation in rigorous investment research, we identify high-potential opportunities across markets. Our personalized service allows us to craft tailored investment strategies that meet unique client goals. Since 1995, we've been committed to delivering results through insight-driven wealth management.

At NorthStar, we believe that people are our greatest asset. You'll find a collaborative environment where your voice matters and your goals are supported. Our advisors and wealth managers enjoy the autonomy to grow their business while benefitting from our firm resources. Whether you want to enter new markets or explore specialized strategies, we provide the tools you need to excel. A great partnership starts with an understanding that allows each individual to thrive in the short and long term.

Role Description

Are you a highly-motivated advisor or wealth manager looking for a unique career opportunity? As a quickly growing force in the wealth management industry, we are looking for determined, experienced individuals ready to progress their careers and empower their futures. Our job posting is for a full-time role as a Wealth Management Advisor located in Derry, New Hampshire.

Job Responsibilities

Cultivate strategic plans and techniques to add new clients and increase assets under management

Build and maintain a strong network of professional connections, including accountants, attorneys, and other industry professionals, to generate client referrals

Engage in strategic financial planning to assist clients in financially preparing for various life events

Advise clients on different investment methods to help achieve their goals, whether that be a combination of income, growth, tax efficiency, or preservation of capital

Engage the surrounding community, representing the firm at local Chamber of Commerce events, seminars, and town information sessions

Qualifications, Skills & Capabilities

Financial Planning, Retirement Planning, and Wealth Management Services

Knowledge and experience in Investments and Finance

Strong analytical and problem-solving skills

Excellent communication and interpersonal abilities

Detail-oriented and able to work under pressure

Certifications such as CFP or CFA are a plus, but not required

Experience with Microsoft Excel + Powerpoint

5+ years experience

Bachelor's degree in Finance, Economics, Business, or related field

Series 65 or combination of Series 63 and Series 66

$5 million+ in transferrable assets under management

Benefits

401k Match Program

Access to Various Investment Platforms and Research Tools

2 Weeks Vacation

Performance Related Incentives

Home Office & Technology Stipend

Performance Bonus Based On Client Acquisition and Revenue Growth