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Financial Planning Analyst

2 months ago

Minneapolis, United States Northwestern Mutual Full time
Job DescriptionJob DescriptionSalary:

Overall Function

The Financial Planning Analyst role specializes in client service and processing of variable products and other securities.  This role is essential to helping maintain a compliant investment process for the firm and ensuring accurate and timely completion of investment related tasks.  Responsibilities of the role include but are not limited to:

 

Responsibilities

  • Obtain all necessary information along with specific instructions from the financial advisor for financial planning software input (all modules including asset allocation)
  • Maintaining compliance for assigned client cases
  • Managing DocuSign and client signature processes by appropriate deadline
  • Preparing and processing all paperwork needed for investment/advisory accounts as assigned
  • Discussing potential rollover opportunities from other retirement plans for variable and mutual funds
  • Receiving and forwarding checks and related paperwork to investment operations area
  • Processing and monitoring funding of advisory account and asset transfers to ensure selected asset allocation is implemented
  • Execute trades of brokerage and advisory accounts
  • Processing various asset movement transactions on behalf of clients
  • Support planning team in investment allocation and investment strategies
  • Accepting redemptions/withdrawals from clients and communicating instructions to home office
  • Running performance reports in Envestnet, Morningstar and NMCIR

 

Requirements

  • 2-3 years of investments industry experience preferred, but not required
  • Health and Life licensed or gain licensing within 30 days of employment
  • SIE and Series 6 and 63 or ability to obtain within 6 months of employment
  • Excellent oral and written communication skills
  • Able to practice active listening and communicate in a professional manner
  • Strong attention to detail with the ability to work with a high degree of accuracy
  • Ability to proactively manage multiple diverse projects and assignments in a timely and quality manner
  • Able to collaborate and work between areas of expertise on the team
  • Ability to maintain confidentiality
  • Strong desire to learn and grow within the role and team