Job description
FINANCIAL PLANNING ASSOCIATE
Northwestern Mutual, a premier Wealth Management Company in St. Louis MO, is seeking a driven, enthusiastic, customer-centered professional to join our team. A Fortune's 2022 World's Most Admired Company, we promote diversity, teamwork, work/life balance, recognition and rewards. A Financial Planning Associate works with financial representatives to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and integrated operations support.
Specific responsibilities include but will not be limited to:
Sales and Service Support
- Compile meeting kits which includes all materials needed for the approach, close, and delivery
- Collect and input client meeting notes
- Maintain compliant electronic client files
- Manage underwriting process which includes providing, or collaborating with others to provide:
Pre-filling applications
Pre-checking applications for completeness and accuracy
Submitting applications o Scheduling requirements and medical exams
Monitoring of the Daily Status Report (DSR) and take action on cases needing
attention
- Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests
- Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc.
- Prepare and manage client communications
- Conduct weekly one-on-one meetings with Financial Representatives supported
- Coach to Pacesetter 40; coach Financial Representative towards effectively using their time to build clientele; support the activity coaching (quality and quantity) initiative
QUALIFICATIONS
Required
- Strong customer relationship and service skills
- Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others
- 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
Preferred
- Life, Accident & Health insurance licenses
- Associate Financial Representative contract
- Bachelor’s Degree in business, finance and/or equivalent work experience
- Series 6 or 7, and 63
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Physical setting:
- Office
Schedule:
- Monday to Friday
Education:
- Bachelor's (Required)
Experience:
- Financial planning: 3 years (Preferred)
License/Certification:
- Series 7 (Required)
Work Location: One location
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