NorthStar Wealth Group
Financial Advisor (Rockford)
NorthStar Wealth Group, Rockford, Illinois, United States, 61103
Financial Advisor
Location: NorthStar Wealth Group
WFH 1 day a week / Rockford, IL
About Us NorthStar Wealth Group is private Wealth Advisory Practice with significant female representation across our leadership and advisory teams. We are proud to foster an inclusive and collaborative culture where women hold key roles throughout the firm. We are committed to professionalism, integrity, and exceptional client service while managing $1.1B in Assets Under Management. Our team has been recognized nationally, including as a 2024 Best in State Team by Forbes and 2025 Chairman Advisor Circle (1% of firms in Ameriprise).
We are seeking a highly motivated and credentialed Financial Advisor to join our Rockford and Woodridge office. This is a unique opportunity to be mentored by and collaborate with our leadership team while building strong, long-term relationships with clients.
What sets us apart: A collaborative, growth-focused environment led by an experienced executive team. A holistic and transparent approach to financial planning and wealth management. High-touch client service culture with strong retention and client satisfaction. Opportunity to work side-by-side with our Principal/Founder and gain direct leadership exposure.
Role Overview The Financial Advisor will work as part of an established team to deliver comprehensive wealth management services to individual clients, families, and small business owners. The Advisor will manage client relationships, build new business opportunities, and support the firms continued growth and strategy.
Key Responsibilities Provide comprehensive financial planning and investment advice to clients. Manage and deepen existing client relationships with a focus on retention and satisfaction. Conduct client discovery meetings, develop customized financial plans, and deliver thoughtful recommendations. Proactively identify opportunities for clients across investment, insurance, retirement, tax, and estate planning needs. Work in partnership with leadership to serve select high-net-worth clients. Participate in client review meetings and collaborate with internal team members on client service delivery. Adhere to firm policies, industry regulations, and fiduciary standards of care.
Compensation & Benefits Starting Salary: $75,000
$125,000, commensurate with experience and professional designations. Performance-based bonus opportunity. Flexible time off. Health, vision, and dental insurance. 401(k) with employer contribution. Professional development and growth opportunities within the firm.
Required Qualifications Active FINRA Series 7, Series 66 (or equivalent), and Illinois Life & Health Insurance License in good standing. Minimum of 2 years of experience as a licensed Financial Advisor or in a related financial services role. Strong client relationship management skills with a professional and polished communication style. Proven ability to develop and deliver financial plans and investment strategies. Proficient in financial planning software, CRM systems (Salesforce), and Microsoft Office Suite. Bachelors degree in Finance, Business, or related field.
Preferred Qualifications Additional professional designations (e.g., CFP, APMA, CRPC) very strongly preferred. Experience working with high-net-worth individuals and families.
Key Attributes Highly organized and detail-oriented. Excellent interpersonal and communication skills. Growth-oriented and collaborative mindset. Strong time management and ability to prioritize tasks effectively. Commitment to upholding the highest ethical and fiduciary standards.
If youre ready to take the next step in your career with a firm that values and promotes women in leadership roles and is dedicated to helping clients achieve their financial goals, we invite you to apply and join our team at NorthStar Wealth Group.
WFH 1 day a week / Rockford, IL
About Us NorthStar Wealth Group is private Wealth Advisory Practice with significant female representation across our leadership and advisory teams. We are proud to foster an inclusive and collaborative culture where women hold key roles throughout the firm. We are committed to professionalism, integrity, and exceptional client service while managing $1.1B in Assets Under Management. Our team has been recognized nationally, including as a 2024 Best in State Team by Forbes and 2025 Chairman Advisor Circle (1% of firms in Ameriprise).
We are seeking a highly motivated and credentialed Financial Advisor to join our Rockford and Woodridge office. This is a unique opportunity to be mentored by and collaborate with our leadership team while building strong, long-term relationships with clients.
What sets us apart: A collaborative, growth-focused environment led by an experienced executive team. A holistic and transparent approach to financial planning and wealth management. High-touch client service culture with strong retention and client satisfaction. Opportunity to work side-by-side with our Principal/Founder and gain direct leadership exposure.
Role Overview The Financial Advisor will work as part of an established team to deliver comprehensive wealth management services to individual clients, families, and small business owners. The Advisor will manage client relationships, build new business opportunities, and support the firms continued growth and strategy.
Key Responsibilities Provide comprehensive financial planning and investment advice to clients. Manage and deepen existing client relationships with a focus on retention and satisfaction. Conduct client discovery meetings, develop customized financial plans, and deliver thoughtful recommendations. Proactively identify opportunities for clients across investment, insurance, retirement, tax, and estate planning needs. Work in partnership with leadership to serve select high-net-worth clients. Participate in client review meetings and collaborate with internal team members on client service delivery. Adhere to firm policies, industry regulations, and fiduciary standards of care.
Compensation & Benefits Starting Salary: $75,000
$125,000, commensurate with experience and professional designations. Performance-based bonus opportunity. Flexible time off. Health, vision, and dental insurance. 401(k) with employer contribution. Professional development and growth opportunities within the firm.
Required Qualifications Active FINRA Series 7, Series 66 (or equivalent), and Illinois Life & Health Insurance License in good standing. Minimum of 2 years of experience as a licensed Financial Advisor or in a related financial services role. Strong client relationship management skills with a professional and polished communication style. Proven ability to develop and deliver financial plans and investment strategies. Proficient in financial planning software, CRM systems (Salesforce), and Microsoft Office Suite. Bachelors degree in Finance, Business, or related field.
Preferred Qualifications Additional professional designations (e.g., CFP, APMA, CRPC) very strongly preferred. Experience working with high-net-worth individuals and families.
Key Attributes Highly organized and detail-oriented. Excellent interpersonal and communication skills. Growth-oriented and collaborative mindset. Strong time management and ability to prioritize tasks effectively. Commitment to upholding the highest ethical and fiduciary standards.
If youre ready to take the next step in your career with a firm that values and promotes women in leadership roles and is dedicated to helping clients achieve their financial goals, we invite you to apply and join our team at NorthStar Wealth Group.