Full-Time

Registered Practice Coordinator

Confirmed live in the last 24 hours

North Star Resource Group

North Star Resource Group

11-50 employees

Wealth management and financial planning services

Fintech
Financial Services

Compensation Overview

$55k - $65kAnnually

Junior, Mid

Minneapolis, MN, USA

Category
Financial Planning and Analysis (FP&A)
Insurance
Finance & Banking
Requirements
  • Life and Health License, FINRA Series 7 & 66 License
  • Strong computer skills, Microsoft Office Suite experience preferred
  • Excellent verbal and written communication skills
  • Uphold confidentiality of information that aligns with company’s core values
  • Ability to coordinate multiple tasks and priorities
  • High attention to detail
Responsibilities
  • Completing and leading the daily operations
  • Determining resolutions for complex situations
  • Leveraging relationships with outside carriers and internal department specialists
  • Mastering internal computer systems
  • Other tasks as assigned
North Star Resource Group

North Star Resource Group

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North Star Resource Group specializes in wealth management and financial planning, providing personalized investment strategies to individuals, families, and businesses. Their services include life insurance, investment management, and business solutions, all tailored to meet the unique needs of their clients. The firm operates on a business model that generates revenue through advisory fees, insurance commissions, and investment management fees. What sets North Star apart from its competitors is its unique organizational structure that connects clients with various specialists, ensuring comprehensive financial health and personalized advice. The company's goal is to help clients navigate the complexities of financial planning while maintaining a strong commitment to ethical practices, as evidenced by multiple awards for their integrity and community involvement.

Company Stage

N/A

Total Funding

N/A

Headquarters

Tampa, Florida

Founded

1908

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG investing aligns with North Star's ethical practices.
  • Aging U.S. population increases demand for retirement planning services.
  • Trend towards fee-based advisory services aligns with North Star's revenue model.

What critics are saying

  • Increased competition from low-cost robo-advisors could erode market share.
  • DIY financial planning tools may decrease demand for traditional advisory services.
  • Cybersecurity threats pose a risk to client trust and company reputation.

What makes North Star Resource Group unique

  • Recognized for ethical practices, winning the Torch Awards for Ethics three times.
  • Unique organizational structure connects clients to numerous specialists for complete financial health.
  • Listed among Twin Cities' Largest Wealth Management Firms from 2017 to 2021.

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Benefits

Performance Bonus

Professional Development Budget

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