Financial Planning Associate

2 days ago

Minneapolis, Minnesota, United States Northwestern Mutual Full time
Job Overview

The Financial Planning Associate is a key member of the Planning Department at Northwestern Mutual, supporting subscribing advisors and their staff through behind-the-scenes service work. The primary responsibilities of this role are focused on investment paperwork, creating comprehensive financial plans, running investment reports, and creating investment recommendations in alignment with the Northwestern Mutual planning philosophy and client-specific goals.

Key Responsibilities
  • Prepare, complete, and submit investment paperwork with a high degree of accuracy
  • Prepare comprehensive financial plans using existing best practices for life stage appropriate recommendations
  • Multitask to work with a variety of investment accounts at one time
  • Prepare asset allocations analysis and investment analysis reports
  • Implement compliance best practices by preparing annual reviews, reallocating and rebalancing accounts, implementing recommendations, and performing account maintenance as necessary
  • Create insurance illustrations based on best practice template and/or advisor-specific request
  • Perform analysis of client's investment portfolios, making recommendations with regard to fund selection, investment amount, risk tolerance, and time horizon
Requirements
  • Bachelor's degree (Finance, Business, or related field) or equivalent work experience
  • Minnesota State insurance license or ability to quickly obtain
  • Series 7 and Series 63 license (or ability to obtain within the first year of employment)
  • Ability to work closely with team members to ensure timely delivery of proposals and implementation
  • Strong customer focus, excellent listening skills, and attention to detail
Preferred Qualifications
  • Proficient in MS Office (Excel, Word, PowerPoint)
  • Desire to further education and credentials
  • Ability to work in a fast-paced environment
  • Excellent oral and written communication skills and the willingness to work with other teams to meet and exceed goals
  • Knowledge of investment products, superior analytical, organizational, research, initiative, and multi-tasking skills

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