Financial Planning Coordinator
Northwestern Mutual
Seven Fields, PA US
Posted ago
Northwestern Mutual

The Financial Planning Coordinator works with The Planning Team & financial representatives to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. This individual will help the Planning Team increase productivity by providing planning and integrated operations support.  

Responsibilities

Investment Support:

  • Process account maintenance requests
  • Process service requests including funds disbursements, account transfers
  • Brokerage, Advisory and Annuity account applications; sending applications for electronic signature
  • Respond to registered representative administrative requests.
  • Run prospect account proposals as directed.
  • Act as Liaison for Home office and RR/Advisor on account paperwork and processing

 
Sales and Service Support:

  • Order medical exams
  • Run Illustrations
  • Run updates to existing plans
  • Work with financial representatives to communicate with Home Office before and during the underwriting process
  • Maintain client contact information and case notes in the electronic record system
  • Assist in generating lead lists

Qualifications

Required:

  • Strong customer relationship and service skills
  • Strong analytical, problem-solving, and 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
  • Excellent communication skills (verbal and written) with the ability to collaborate effectively with others
  • Ability to adapt to change, and identify process improvements

Preferred:

  • Licensing: LAH, Series 6 and Series 63 or Series 7 and Series 63; or obtain within the first 12 months

Compensation
$35,000 - $40,000 yearly
About Northwestern Mutual

For over 160 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.

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