Financial Planning Associate

Location:  Forest Park – St. Louis, MOJob Title:  Financial Planning AssociateType of Position: Full-timeFLSA Classification: ExemptHours per week: 40Working hours: 7:30am-4:30pmOur culture supports an open mindset, curiosity, independent quests for knowledge and shared learning directed towards the mission and goals of the organization. Our actions are guided by our core values of Personal Responsibility, Personal and Professional Growth, Feedback Rich, Generosity and Faith. We are catalysts inspiring our community to plan for tomorrow while living for today. One person, one family, one business at a time.Job SummaryThe 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.Key ResponsibilitiesCase 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

Minimum Job 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

Benefits

• Health, Vision, & Dental Insurance
• Short Term Disability
• PTO + Holiday Pay
• Industry licensing and continuing education expenses
• Personal and professional development opportunities

Powered by JazzHR