Financial Planning Associate - Northwestern Mutual

Clayton•St. Louis, MO

19h

About The Position

The Financial Planning Associate specializes in client service and processing of variable products and other securities and ensuring the maintenance of an efficient and compliant office, allowing the financial advisor to focus on building client relationships. The associate representative is a liaison between the home office, financial advisor and clients.

Requirements

2+ years of financial industry experience preferred
Series 6 and/or 7 licensing preferred (or at least obtained within 6-12 months of employment)
Obtain Life and Health license within 90 days of employment
Strong analytical, problem solving, written and verbal communication skills, with the ability to work well with others
Ability to proactively identify what needs to be accomplished and act
Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment

Responsibilities

Case Prep Create financial plans in PX (Northwestern Mutual’s proprietary software), agendas, and recommendations
Create and analyze investment reports using internal NM tools and external platforms such as Morningstar/Blackrock
Run Illustrations (NM proprietary software) for clients applying for insurance products
Gather financial data and client summary reports in advance of review meetings
Analysis Research, build, & manage investment portfolios and track their performance for clients and prospective clients
Run performance reports in Envestnet, Morningstar, and other NM specific proprietary reporting systems
Investigate and research investments and portfolio ideas
Intermittently evaluate portfolio models and potential changes
Be cognizant of funds we could employ in the future
Administrative/Client Service Maintain Financial Advisor’s calendar – schedule and confirm appointments with existing clients
Correspond with clients to handle updates to client accounts or servicing needs