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North Star Resource Group · 8 hours ago

Registered Financial Coordinator / Salaried Financial Advisor

Minnetonka, MN

Full-time

Onsite

New Grad, Entry Level

$40K/yr - $60K/yr

North Star Resource Group, through its strategic partner Fortune Financial, is a team of seasoned financial professionals offering personalized financial strategies. The Registered Financial Coordinator plays a critical support role in managing client relationships and administrative functions, with opportunities for growth into an advisor role.

Financial Services

Growth Opportunities

Responsibilities

Assist clients with online account access, provide policy information and/or initiate requested informational changes (phone numbers, address, email, etc.)

Assist in managing advisor calendar, including scheduling client meetings, and tracking/scheduling annual reviews

Handle client correspondence and marketing initiatives

Assist in preparing all client information for meetings

Complete insurance applications, run illustrations, order labs; monitor and track the application process from beginning to end

Act as liaison between client, producer and carrier

Prepare information for client meetings

Complete securities applications, monitor and track, transfer, deposit, and redemption of assets in client accounts

Accept and execute client trade instructions and portfolio rebalancing if properly registered

Sort advisor’s daily mail, keep client folders current, etc

We are a 'paperless' office, filing is done via scanning into electronic files

Qualification

Securities processingClient relationship managementFinancial services experienceMicrosoft OfficeQualified Retirement Plan administrationLifeHealth licenseFINRA Series 7Organizational skillsTime managementVerbal communicationWritten communicationAdaptabilityProblem-solving