Northwestern Mutual · 11 hours ago
Wealth Planning Associate Analyst
United States
Full-time
Remote
Mid, Senior Level
$78K/yr - $167K/yr
5+ years expNorthwestern Mutual is a company focused on serving high-net-worth clients through its Sophisticated Planning Strategies team. The Wealth Planning Associate Analyst will support financial professionals in analyzing financial documents and developing wealth plans for clients, ensuring timely delivery of financial recommendations and maintaining strong client relationships.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Analyzing financial documents and accurately assess and enter financial data into financial planning software
Analyzing clients' financial statuses to assist CFP® and attorney in building wealth plans
Analyzing existing risk management products (i.e. Insurance, Disability) and/or investment products a client may own
Creating insurance illustrations and/or investment proposals
Build and leverage relationships with internal stakeholders to address unique client circumstances to ensure appropriate and timely delivery of financial recommendations
Ensure timely responses to client inquiries and issues, demonstrating a strong commitment to client satisfaction
Efficiently organize and manage casework, ensuring proactive communication with the analyst you are supporting
Participate in client meetings with the advisors
Staying current with the latest company products and strategies as well as staying informed of latest industry strategies/trends
Qualification
Required
Bachelor's degree, preferably in Business, Financial Planning, Finance, Economics or Accounting
Minimum of five years of financial planning experience; High-Net-Worth experience highly desired
Series 6 or 7 required or obtained within the first 180 days of hire
State of residence insurance license required or obtained within first 180 days of hire
Proven experience in developing comprehensive financial plans and effectively presenting tailored recommendations to clients
Strong consultative, communication and analytical skills
Outstanding written and verbal communication skills
Strong interpersonal skills and ability to effectively collaborate with colleagues, clients, and stakeholders from various backgrounds and with different communication styles
Proven ability to develop trusting relationships with financial advisors and colleagues
Advanced skills with financial planning software and/or excel required
Exhibit a team player and growth mindset
Preferred
CERTIFIED FINANCIAL PLANNER™ designation strongly preferred
In-depth knowledge on life insurance products and advanced solutions preferred
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
H1B Sponsorship
Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
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