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Financial Planning Associate

Northwestern Mutual
Minneapolis, USA
Full-time
Mid
Onsite
$60,000 / year
Discovered Today

Full Job Posting

Responsibilities include but are not limited to

  • Financial Planning
  • Prepare comprehensive financial plans using established planning assumptions and standardized workflows.
  • Complete planning requests submitted by subscribing advisors.
  • Prepare PX plans and other standard planning analyses.
  • Create insurance illustrations and supporting planning reports.
  • Review planning recommendations for accuracy, completeness, and consistency with established planning practices.
  • Review Preparation
  • Prepare review materials to support advisor client meetings.
  • Create meeting agendas and planning discussion summaries.
  • Generate and organize supporting reports including:
  • IFL Reports
  • CCV Reports
  • NMCIR Reports
  • Investment Reports
  • CRM Activity Summaries
  • Ensure advisors have complete and organized materials prior to client meetings.
  • Planning Operations
  • Ensure data entered into planning software is accurate and complete.
  • Communicate with advisors regarding missing information, planning assumptions, and outstanding requirements.
  • Monitor planning requests and manage work to meet established turnaround times.
  • Maintain documentation and workflow standards across planning processes.
  • Support planning team initiatives focused on process improvement, service consistency, and operational efficiency.
  • Answer advisor questions related to planning deliverables and planning processes.

Qualifications

  • Bachelor’s degree (Finance, Business or related field) or equivalent work experience
  • Life, Accident, and Health Insurance License (or ability obtain within first 30 days of employment)
  • FINRA Securities Industry Essentials (SIE), Series 7, and Series 63 license (or ability to obtain within the first year of employment)
  • Knowledge of investment products, superior analytical, organizational, research, initiative, and multi-tasking skills
  • A desire to pursue ongoing professional development, education, and industry credentials.
  • Ability to work closely with team members to ensure timely delivery of proposals and implementation
  • Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.
  • Excellent oral and written communication skills and the willingness to work with other teams to meet and exceed goals

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