Northwestern Mutual

Wealth Planning Associate Analyst

Northwestern Mutual

full-time

Posted on:

Location Type: Hybrid

Location: Milwaukee • Illinois • Wisconsin • United States

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Salary

💰 $78,190 - $145,210 per year

About the role

  • 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.

Requirements

  • 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.
  • CERTIFIED FINANCIAL PLANNER™ designation strongly preferred.
  • Series 6 or 7 required or obtained within the first 180 days of hire.
  • In-depth knowledge on life insurance products and advanced solutions preferred.
  • 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 interpersonal skills and ability to effectively collaborate with colleagues, clients, and stakeholders from various backgrounds and with different communication styles.
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Professional development opportunities
  • Remote work options
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningfinancial data analysisrisk managementinsurance productsinvestment proposalswealth planningfinancial planning softwarecomprehensive financial plansclient relationship managementcommunication strategies
Soft Skills
interpersonal skillscollaborationclient satisfactionproactive communicationorganizational skillsproblem-solvingpresentation skillsrelationship buildingadaptabilityteamwork
Certifications
CERTIFIED FINANCIAL PLANNER™Series 6Series 7state insurance license