FINANCIAL PLANNING COORDINATOR

Cleveland, OH

Financial Planning Coordinator works with financial representatives to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and integrated operations support. Specific responsibilities include but will not be limited to:

Sales and Service Support

• Compile annual review kits which includes client review documents, in-force insurance illustrations, Morningstar reports, investment statements, and updated financial plans.

• Build Financial Plans for prospective and current clients from scratch or update as needed.

• Illustrate insurance products based on advisor recommendations.

• Assemble investment proposals leveraging Morningstar, Mutual Fund companies, and internal systems.

• Maintain a swift level of support through Microsoft Dynamics 365 workflow tasking.

• Collaborate with Home Office support services to deliver quality.

• Maintain compliant electronic client files and continued advisor support.

• Process, or collaborate with others, to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests.

• Provide investment sales kits that include complex proposals, reports, and portfolio allocations.

• Help subscribers maintain portfolio allocations as tasked for Northwestern Mutual’s signature series accounts.

• Help with variable annuity proposals, reports, and services.

• As seen or worked, mention or help with enhancements that improves the department or an advisors

practice.

Qualifications

Required

• Strong customer relationship and service skills.

• Strong logical, problem solving, written and verbal communication skills, and 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.

• Life, Accident & Health insurance licenses

• SIE, Series 6 or 7, and 63

Preferred or Willing to Obtain

• Associate Financial Representative contract

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

• 2-3 years financial planning experience

• Minimum of 3 years of broker dealer knowledge and understanding

• Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive

plans aligned with client goals

Contract Requirements:

▪ Contracted to the Managing Partner

Compensation and Benefits

• Flexibility with time and work from home

• Base and Bonus compensation

• Support for insurance and financial licensing, SIE, Series 6 or 7, Series 63, CFP®, and more

• Retirement Package

• Medical, Dental, Vision, Life Insurance and Disability Income Insurance

About Us

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual

• Fortune 100 company (2022)

• Forbes' Best Employers for Diversity (2018-2022)

• Top 10 US Independent Broker-Dealers1

• #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness

• Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2015-2022)

• $224 billion3 (retail investment client assets held or managed)

1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

3 Combined client assets of NMIS and NMWMC as of June 30, 2021

Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.

Job Type: Full-time

Benefits:

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

Experience level:

• 1 year
• 2 years

Schedule:

• Monday to Friday

Work setting:

• In-person

Work Location: In person