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Financial Planning Associate

3 months ago

Scranton, United States Northwestern Mutual Full time

Job description

Financial Planning Associate Insurance & Planning

This role works within the Financial Planning Department team to help financial advisors deliver financial security to clients through a comprehensive planning process that integrates risk and investment products. It is focused on helping financial advisors increase productivity and efficiency by providing integrated investment, planning and operations support.

Specific responsibilities include but are not limited to the following:

INSURANCE SUPPORT

  • Assist in the onboarding of new financial advisors to the Planning Department

  • Maintain compliant electronic client files by scanning and uploading fact finders, statements, and other client documents to file storage systems

  • Manage the insurance application process by collaborating with team members and representatives in: o Preparing and reviewing applications for completeness and accuracy o Sending electronic applications to clients o Satisfying outstanding requirements and scheduling medical exams o Monitoring the Daily Status Report (DSR) and taking action on cases needing attention

  • Process insurance service requests such as name & address changes, beneficiary changes, updates to Insurance Service Accounts, etc.

  • Prepare materials for annual review meetings

  • Review work requests submitted for completeness, and collaborate with representatives and staff if further information is required

  • Meet with assigned advisors bi-weekly to provide interpretation of advisors Daily Status Report (DSR)

  • Prepare and manage client communications for electronic signature including policy delivery

  • Assist in managing CRM database

  • Any other tasks/responsibilities deemed appropriate by Director or Leadership Team

PLANNING SUPPORT

  • Collaborate with team and new advisors in preparing holistic financial plans for clients

  • Assist in preparing insurance illustrations and solutions based on plan output

  • Communicate planning recommendations and rationale to new advisors

  • Build working knowledge of financial planning principles

  • Any other tasks/responsibilities deemed appropriate by Director or Leadership Team

DEVELOPMENT OPPORTUNITIES

  • Attend ongoing training meetings and webinars with advisors and office leadership

  • Form close working relationships with a network of advisors and team members

  • Bi-weekly team development and monthly professional development meetings

  • Investment licensing exams & American College of Financial Services coursework

QUALIFICATIONS

Required

  • Strong organizational and time management skills with the ability to set priorities and meet deadlines

  • Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment

  • Strong analytical, problem solving, and written/verbal communication skills

  • The ability to work well with clients, advisors & team members from diverse racial, ethnic, and socioeconomic backgrounds

Preferred

  • Bachelors Degree in Finance, Economics, Business, Risk Management or related

  • PA Life Accident & Health license

  • Commitment to diversity, equity, and inclusion

WHO WE ARE:

At Northwestern Mutual, we believe that everyone deserves to spend their lives living and that a strong financial plan is the cornerstone for ensuring that reality Financial security is not just something that happens in retirement, but it is what enables our clients to spend their lives living Our teams of financial advisors across the country embody these beliefs and are committed to helping clients reach their financial goals. With over 70% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need.

MISSION STATEMENT:

Enriching lives, impacting communities, building legacies.

by Jobble