Position: Professional Development Associate

Reports to: National Director of Professional Development

COMPENSATION & BENEFITS:

• $48,000 - $54,000 per year depending on qualifications and experience
• Generous PTO package
• Medical, Dental, Vision, Life Insurance, Short Term & Long-Term Disability
• 401K match

ORGANIZATION/BUSINESS OVERVIEW:

North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security. We are committed to your complete financial wellness; whatever life may bring.

We are looking for individuals to join our company that live our core values:

• Responsibility
• Faith
• Integrity
• Growth
• Gratitude
• Service

ENVIRONMENT

The purpose of North Star’s Professional Development function is to prepare advisor candidates for a successful launch. This includes guiding the candidates through exam completion, licensing, orientation, and moving into full contract. Once in full contract, advisors are provided with a development plan that includes online learning, classroom instruction, client meeting coaching and accountability for activity expectations. Once they are in the financing program, guidance is provided to assure validations are met. The goal is to have successful completers who are sustainable.

The Professional Development Associate works in concert with the recruiting team, sales leaders, accounting/compensation department, as well as firm leadership to assure results. At the operational level, this means 90 candidates accept offers, 60 of these complete their exams and become licensed, and 30 will be launched each year as full-time advisors. A major measurement of this function is the high rate of advisor validation. This process results in North Star becoming a place where talented individuals come to succeed.

Professional Development provides ongoing developmental opportunities beyond the financing period. This includes mid-career and established career experiences. This role participates and makes a meaningful contribution to the content of our Summer and Winter Summits, as well as professional programs like the Hoopis Performance Network, Brokers Clearing House, Finseca, our North Star leadership retreats, and study groups. This role also provides integration and utilization of professional development programs from Cetera Wealth Management.

In-person time invested in the growth-offices and with the growth-leadership group to include individual goal setting and accountability is expected. Meeting with the local growth leader and advisor on a quarterly basis to ensure the new advisor has a clear path to validation and club level performance is another expectation of the role.

POSITION SUMMARY: 

• Act as a peer contributor in Minneapolis with National Director of Professional Development.
• Conduct advisor check in calls (including larger North Star offices)
• Assess advisor progress, identify barriers, clear the way through knowledge, encouragement, and skill development.
• Coordinate sales intern program (including the speaker’s series, Finseca program, and Friday calls.)
• Coordinate advisor onboarding, orientation, and North Star academy training.
• Lead and coordinate the annual LAMP program for North Star attendees.
• Lead and coordinate planning effort for North Star Summits.
• Contribute to the success of the Race to Forty.
• Supports efforts and programs of the Market Engagement Specialist.
• Function as an advisor liaison and advocate for advisor - success is a key expectation of this position.
• Serve as a first point of contact for financed and early career advisors with questions.
• Maintain and coordinate lists of outside speakers and wholesalers.
• Coordinates outside speakers when they are part of an educational program.
• Become a content expert on Cetera offerings for advisor development.
• Other duties as assigned.

Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills, and abilities.

Required

• Experience in the profession at some level.
• Strong organizational and project management skills
• Strong and effective communication skills
• Strong leadership and advocacy skills. (Make the news not report the news)
• Success in a four-year degree program or equivalent work experience.
• A history of demonstrated achievement and getting results.

Preferred

• Experience as a successful financial advisor
• Knowledge of how to run an effective practice
• Knowledge of North Star and IT’s systems and resources.
• Has completed exams to be an advisor
• Knowledge of adult learning methods and techniques.