Investment Planning Analyst
Northwestern Mutual - ClaytonChesterfield, MO
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Overview
Schedule
Full-time
Career level
Entry-level
Remote
On-site
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
| Job Location: | Chesterfield, MO |
| JobTitle: | Investment Planning Analyst |
| TypeofPosition:Full-timeFLSAClassification:Exempt | Hours per week: 40 hrs/wkWorking hours: 8:00am-4:00pm |
Our mission is to help improve our clients’ quality of life through confidence in their financial planning. Our values include family, integrity, honesty, growth, and fun.
JobSummary
The Investment Planning Analyst is responsible for maintaining client portfolios, and for developing financial plans for clients using our PX software. This role focuses on managing existing accounts & investment models. We focus on optimizing the relationship between Risk and Return within the client’s risk tolerance. Associates will excel in this role through multi-tasking, demonstrating an understanding of portfolio theory and asset allocation, and expressing curiosity about investments, the economy, and financial planning.
KeyResponsibilities
Case PrepEach of the below will need to be learned and mastered as quickly as possible – note that Illustrations and PXs are created via proprietary software- Meeting with wholesalers, investigate and research investments and portfolio ideas
- Intermittently evaluate portfolio models and potential changes
- Be cognizant of funds we could employ in the future
- Read articles sent via email from fund managers, on YCharts, etc.
- Monitor exceptions/violations, particularly in taxable accounts
- Sell to raise cash at regular intervals
- Recommending buys in individual/JT/529 accounts
- Master EnV2 (our advisory trading program) - Become expert in ‘block’ trading our investment models
- Serve as the principal contact for client relationships
- Makes critical client decisions such as creating, preparing, reviewing, and presenting financial plans
- Responsible for the quality control of client deliverables such as plans, analysis and presentations
- Communicates proactively and consistently with clients to identify changes in their financial lives and needs that should be met
- Manage client appointments and cancellations; reserve conference rooms for in-person meetings
- Prefill and submit paperwork for new and existing business, process, and track account requests
- Maintains high level of professional expertise and continues to learn new processes, theories, and best practices to service clients
- Leverage key marketing resources and tools provided to the firm
- Engages existing database to deepen relationships
- Responsible for actively finding new client relationships
- Develops specialized knowledge that fits within the strategy of our firm
- Series 7 licensed preferred; able to contract as an Associate Wealth Management Advisor within a year
- Ability to commute to job location in Chesterfield, MO daily
- Demonstrate patience, open-mindedness, reliability, and dependability
- Professional level understanding of life insurance, investments, portfolios
- Technologically savvy, with the ability to learn new technology early and often
- Flexible and adaptable to the varying needs of the practice
- Collaborative, with the ability to work well with others on a team
- Health, vision, and dental insurance
- SIMPLE IRA retirement plan
- PTO + holiday pay
- Base salary proportionate to experience level
- Industry licensing and continuing education expenses
- Personal and professional development opportunities, including pursuit of industry credentials such as CFP
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FAQs About Investment Planning Analyst Jobs at Northwestern Mutual - Clayton
What is the work location for this position at Northwestern Mutual - Clayton?
This job at Northwestern Mutual - Clayton is located in Chesterfield, MO, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Northwestern Mutual - Clayton?
Employer has not shared pay details for this role.
What employment applies to this position at Northwestern Mutual - Clayton?
Northwestern Mutual - Clayton lists this role as a Full-time position.
What experience level is required for this role at Northwestern Mutual - Clayton?
Northwestern Mutual - Clayton is looking for a candidate with "Entry-level" experience level.
What benefits are offered by Northwestern Mutual - Clayton for this role?
Northwestern Mutual - Clayton offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Holidays, Paid Vacation, Career Development, 401k Matching/Retirement Savings, Tuition/Education Assistance, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Northwestern Mutual - Clayton?
You can apply for this role at Northwestern Mutual - Clayton either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.