Northwestern Mutual

Financial Planning and Analysis

• Support field partners and clients with management and movement of retirement and investment accounts
• Answer asset movement questions and provide servicing options in a call center environment
• Assist with asset movement transaction procedures and services
• Resolve basic and intermediate inquiries and transactions from Financial Representatives and clients
• Investigate and evaluate solutions to complex asset movement inquiries and identify root causes
• Take ownership of calls and anticipate future issues to prevent repeat calls and unnecessary transfers
• De-escalate complex and unique inquiries while ensuring a positive client experience
• Advocate for Financial Representatives and partner with them to meet client asset movement needs
• Adopt new asset movement technology and educate field partners about website and self-service capabilities
• Understand risks and impacts of asset movement transactions on clients and accounts
• Connect asset movement systems, processes, and outcomes to ensure seamless transfers and transactions
• Handle phone and transactional responsibilities while maintaining confidentiality and privacy
• Shift work priorities to meet changing business needs

Investment Client Services Analyst – Asset Movement

Analyst

• Answer client and Financial Representative questions in a call center environment
• Provide servicing options and assist clients with products and services
• Resolve basic, intermediate, and complex registered-area inquiries and transactions
• Research complex problems, identify root causes, and resolve escalations
• Promote client retention and identify opportunities for relationship building
• Refer matters to the field for follow-up when appropriate
• Take ownership of calls and anticipate future issues to reduce repeat calls and transfers
• De-escalate client situations and guide clients through complex inquiries
• Advocate for Financial Representatives and partner with them to meet client needs
• Educate clients and field personnel about website and self-service capabilities
• Assess transaction risks and impacts on clients or policies
• Explain system limits and capabilities
• Lead others through organizational change
• Handle phone and transactional responsibilities while maintaining confidentiality and privacy
• Coach, mentor, or train others as needed

Brokerage Services Registered Analyst – Series 7/63

Sales

• Engage with clients to understand their financial goals, aspirations, and concerns
• Develop comprehensive financial plans that include investments, insurance, and retirement
• Recommend and implement insurance strategies to protect clients' assets and income
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances
• Build and maintain a network of clients through referrals, community involvement, and professional associations

Sales Advisor

Advisor

• Engage with clients to understand their financial needs.
• Provide personalized guidance to help clients achieve their financial goals.
• Design and implement tailored strategies to safeguard clients' assets.
• Regularly review and update clients' financial plans and insurance policies.
• Cultivate a network of clients through referrals and community involvement.

Client Advisor – Athletic Background

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Financial Representative

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help clients achieve their financial objectives
• Design and implement tailored strategies for financial protection
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a network of clients through referrals and community involvement

Sales Advisor – Athletic Background

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Financial Planner

• Engage with clients to understand their financial goals, aspirations, and concerns
• Develop comprehensive financial plans that include investments, insurance, and retirement
• Recommend and implement insurance strategies to protect clients' assets and income
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed
• Build and maintain a network of clients through referrals, community involvement, and professional associations

Insurance

• Actively seeking licensed and experienced insurance agents
• Enhance career by joining the team
• Provide clients with a broader depth of service
• Integrate wealth management and financial services into practice

Insurance Professional

Financial Advisor

General

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help clients achieve financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement and professional associations

Client Specialist – Athletic Background

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help clients achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies to reflect any changes
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Investment Client Services Analyst – Asset Movement

Brokerage Services Registered Analyst – Series 7/63

Sales Advisor

Client Advisor – Athletic Background

Financial Representative

Client Advisor – Athletic Background

Sales Advisor – Athletic Background

Financial Planner

Sales Advisor

Insurance Professional

Financial Advisor

Client Specialist – Athletic Background

Financial Representative

Client Advisor – Sports Experience

Financial Representative