Financial Planning Analyst

3 weeks ago

Irvine, United States Northwestern Mutual Full time

What you will bring to the firm:

You have a relentless drive to learn and grow as part of a high performing financial planning team. You are analytical and naturally curious and apply those traits to custom planning solutions. You enjoy working with clients and can formulate and deliver advice but would rather be a technical expert than be responsible for developing new business.


Responsibilities:

· Prepare and deliver world class financial planning that resonates with clients and drives their desire to live boldly.

· Analyze potential planning strategies, develop recommendations, and explain your results to financial advisors on the team, as well as clients.

· Represent the firm as an expert in investments and insurance.

· Develop specialized financial planning knowledge as a thought leader for the firm.

· Mentor other team members to help accelerate their professional growth.


Qualifications:

· 5+ years of experience with creating comprehensive financial plans for high-net-worth families.

· Experience with creating custom financial planning analyses in Microsoft Excel.

· Collaborate within a team and work well in a team environment.

· Strong attention to detail skills.

· Previous experience analyzing permanent life insurance policies.

· Previous experience with retail investments.

· Knowledge of U.S. tax system and tax treatment of various investments and account types.

· CFP or similar designation (preferable).

· Series 7 and 63/65/66 licenses, as well as California Life & Health insurance license (preferable).

· Microsoft Excel: 5 years (Required)


What we offer:

· We have an exciting and clear vision for growth, driven by strong firm culture and collaboration with other exceptional professionals.

· We believe in your potential, so we invest in a comprehensive mentorship program to accelerate your professional development.

· You need to relax, so we offer generous vacation days and the flexibility to take them when you need them – with a team to support you so you come back refreshed and not overwhelmed.

· Your wellness is important, and we support you with comprehensive medical, dental, vision, and long-term disability coverage in addition to our on-site gym and complimentary yoga instruction.

· Cheat days happen too, so we have a fully stocked snack station with espresso bar and sparkling water.

· We are financial planners, and we support your financial plan with a 401(k) and profit-sharing contribution.

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