About the Role:

The Investments and Planning team handles a wide variety of client cases that come from various Advisors in our agency. This person will be responsible for partnering with our Advisors to gather the necessary information needed to input and analyze data for case preparation. Together, they will work to build a wide range of plans and create solutions for each applicable stage of the planning process (Investments, Retirement etc.).

Day to Day:

• Create planning analysis and illustrations for clients to set forth a process to ensure objectives met are achievable from a financial point of view
• Streamline daily business operations and workflow
• Input trades and rebalance client accounts
• Raise cash, process transfers, and asset movement requests
• Onboard client accounts
• Build fee-based proposals
• Assist with check deposits and processing
• Service existing client accounts
• Update and maintain client records in planning system
• Review client records for annual review

Qualifications:

• 3+ years experience in areas such as reporting development, financial planning and analysis, business analytics, and financial modeling
• High attention to detail
• Fluent with Microsoft Excel, Outlook, and Word
• Strong organization skills with the ability to work independently
• Excellent written and verbal communication
• Ability to multi task
• Strong interpersonal skills

Nice to Haves (but not required):

• Bachelors degree in Finance or Financial Planning
• SIE, Series 6, Series 7, Series 63 Licenses
• Ohio Life and Health License

Benefits included:

• Medical, dental, and vision insurance options
• Paid time off
• Retirement plan
• Life insurance
• Short-term and long-term disability insurance

Who We Are:

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: One location

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