What are the responsibilities and job description for the Investment Planning Analyst position at Northwestern Mutual - Clayton?
Job Description
Job Description
Job Location : Chesterfield, MOJob Title : Investment Planning AnalystReports to : John Short, Wealth Management Advisor Type of Position : Full-time
FLSA Classification : Exempt Hours per week : 40 hrs / wk
Working hours : M-F - 8 : 00am-5 : 00pm Our mission is to help improve our clients’ quality of life through confidence in their financial planning. Our values include family, integrity, honesty, growth, and fun. Job Summary The Investment Planning Analyst is responsible for maintaining client portfolios, and for developing financial plans for clients using our PX software. This role focuses on managing existing accounts & investment models. We focus on optimizing the relationship between Risk and Return within the client’s risk tolerance. Associates will excel in this role through multi-tasking, demonstrating an understanding of portfolio theory and asset allocation, and expressing curiosity about investments, the economy, and financial planning. Key Responsibilities
- Case Prep
Each of the below will need to be learned and mastered as quickly as possible – note that Illustrations and PXs are created via proprietary software
Illustrations
Meeting with wholesalers, investigate and research investments and portfolio ideas
Monitor exceptions / violations, particularly in taxable accounts
Leverage key marketing resources and tools provided to the firm
Job Qualifications
Benefits
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