Financial Planning Associate
St. Louis, MO
Full Time
Mid Level
Location: Forest Park – St. Louis, MO
Job Title: Financial Planning Associate
Type of Position: Full-time
FLSA Classification: Exempt
Hours per week: 40
Working hours: 7:30am-4:30pm
Our 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 Summary
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.
Key Responsibilities
Case Prep
Minimum Job Requirements
Benefits
Job Title: Financial Planning Associate
Type of Position: Full-time
FLSA Classification: Exempt
Hours per week: 40
Working hours: 7:30am-4:30pm
Our 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 Summary
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.
Key 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
- 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
- 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
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