Job Type

Financial Planning Associate (FPS) Mendota Heights

Northwestern Mutual - Twin Cities
Mendota Heights - MN, US
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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 fastpaced 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