About this opportunity
Northwestern Mutual lists this Financial Planning Services Associate opportunity in mendota heights, Minnesota. Review the employer’s description below for duties, qualifications and application requirements.
Job description
The FPS 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 trade tickets for submission to Operations department
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
Education Requirements and Qualifications
High School Diploma or equivalent required
2-year Associate’s degree preferred
1-3 years of industry experience preferred
Willing to obtain SIE, Series 6 and 63 Registrations
Ideal candidate would have:
Active Life, Accident & Health insurance license
Associate Financial Representative (AFR) contract
Bachelor’s degree in Business, Finance, and/or equivalent work experience
Active SIE, Series 6 and/or 7 and 63 Registrations
Competencies
Strong organizational and time management skills with the ability to set priorities and meet deadlines
Ability to embrace and adapt to changes in a dynamic environment
Strong attention to detail, with accuracy and reliability
Ability to thrive in a fast-paced environment
Strong customer service and relationship building skills
Ability to apply critical thinking skills for problem solving and analysis
Excellent written and verbal communication skills
Ability to work well within a team and individually
Committed to professional development (e.g. licensing, registration, designations) and on-going training
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.