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Financial Planning Associate

2 months ago

Scranton, Pennsylvania, United States Northwestern Mutual Full time
Job Summary

We are seeking a highly organized and detail-oriented Financial Planning Associate to join our team at Northwestern Mutual. As a key member of our Financial Planning Department, you will play a critical role in helping financial advisors deliver financial security to clients through a comprehensive planning process.

Key Responsibilities
  • 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:
    • Preparing and reviewing applications for completeness and accuracy
    • Sending electronic applications to clients
    • Satisfying outstanding requirements and scheduling medical exams
    • 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 advisor's Daily Status Report (DSR)
  • Prepare and manage client communications for electronic signature including policy delivery
  • Assist in managing CRM database
Requirements
  • 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 Qualifications
  • Bachelor's Degree in Finance, Economics, Business, Risk Management or related
  • PA Life Accident & Health license
  • Commitment to diversity, equity, and inclusion
About Us

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. 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.

Our mission is to enrich lives, impact communities, and build legacies. We are dedicated to providing exceptional service and support to our clients and advisors, and we are committed to making a positive impact in the communities we serve.