Northwestern Mutual - Twin Cities is a rapidly growing, integrated financial services firm with over 450 advisors and associates throughout the Twin Cities and western Wisconsin. As one of the top Northwestern Mutual offices in the country we proudly represent the 155 year tradition of Northwestern Mutual, which has recently been recognized as one of the largest and fastest growing Broker/Dealers in the industry. The rapid growth of our firm brings an opportunity to join one of Northwestern Mutual’s premier offices as a Financial Planning Associate.

The Financial Planning Associate interacts with Financial Representative teams and FPS team members to complete investment paperwork and analysis tasks for their clients.

Roles and Responsibilities

• Complete, submit, and track new account investment paperwork

• Interpret and input client information into financial planning software

• Complete brokerage mutual fund trades

• Execute Asset Movement tasks, i.e. journals and ACH

• Assist with service-related tasks for client investment accounts

• Assign tasks to team members as tasks are requested

• Create Investment Policy Statements for investment advisory accounts using Envestnet

• Provide Morningstar reports for client portfolios

• Tackle any other service and operational tasks that surface with help from teammates

Qualifications - Required

• Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others

• Strong organizational and time management skills with the ability to set priorities and meet deadlines

• Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment

Qualifications – Recommended

• Past brokerage / investment account opening experience

• Life, Accident & Health insurance licenses

• Associate Financial Representative contract

• Bachelor’s Degree in business, finance and/or equivalent work experience

• Series 6 or 7, and 63

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift

Application Question(s):

• Willing to complete a background check?

Education:

• Bachelor's (Preferred)

Experience:

• finance: 1 year (Preferred)

Work Location: In person

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