Northstar Financial Planning is a growing privately owned fiduciary wealth management firm. Formed in 1995, we are an independent Fee-Only Registered Investment Advisory firm that puts our clients’ interests first. Our exceptional team embraces our mission of helping clients achieve a life well lived. We focus on helping high-net-worth individuals and families oversee and coordinate all aspects of their financial affairs to achieve their personal life goals and to gain a strong sense of financial well-being.

NO PHONE CALLS OR RECRUITERS, PLEASE. 

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, familial status, domestic violence status, or any other status protected by law.

Available Positions: 

Job Description: Investment Associate

Position Overview and Key Responsibilities:

The Investment Associate position will play a key role in supporting the firm’s portfolio management and client service efforts.

Portfolio Trading:

• Manage rebalancing and trading (ETF’s, mutual funds, and a small number of equities) in client portfolios.
• Use of auto rebalancer Eclipse and other technology to increase efficiency.

• Exercise discretion within defined model portfolio guidelines.
• Incorporate tax-efficient strategies to optimize client outcomes.
• Manage client cash flow needs, handling both distributions and contributions.
• Coordinate with custodians to ensure accurate execution of trades and portfolio updates.

Client Service and Reporting:

• Collaborate with advisors to develop customized investment plans.
• Create investment proposals for prospective clients.
• Develop recommendations for clients’ managed accounts.
• Create and maintain client investment policy statements.
• Monitor portfolio performance and audit client performance reporting.
• Assist with investment research and client communications.

Investment Oversight

• Monitor client portfolios and investment models on an ongoing basis.
• Ensure consistency between portfolio strategy and execution.
• Help maintain the firm's investment policies, model documentation, and research library.
• Maintain compliance with regulations and internal policies in all portfolio activities.

Qualifications:

• 2+ years of experience in trading, investment analysis or related role required.
• Superior technology skills: Microsoft, auto rebalancer Orion Eclipse, financial modeling.
• Bachelor’s degree in finance or related field, or equivalent experience.
• Experience with Schwab Institutional, CRM Redtail, and Orion a plus.
• Strong understanding of passive / evidence-based investments (mutual funds & ETFs).
• Interest in trading, portfolio operations, financial markets, and investment management.
• Commitment to fiduciary principles and delivering exceptional client outcomes.

Key Attributes:

• Excellent analytical, organizational, and communication skills.
• Detail-oriented with a high degree of accuracy.
• Strong problem-solving skills and a proactive approach to challenges.
• Ability to collaborate effectively within a team environment.
• Passion for continuous learning and staying current on investment best practices.
• Interest in joining a collaborative and client-focused team.

Salary and Benefits:

• Competitive salary
• Incentive compensation opportunity
• 401(k) with matching contributions and profit sharing
• Healthcare stipend, disability and life insurance
• Mentorship and professional growth opportunities
• Flexible working environment, with part-time arrangements considered.

To apply and find more information regarding this job listing, please visit our Linkedin post. We look forward to hearing from you!