Financial Planning Assistant

Director of Recruiting with Northwestern Mutual l Actively Seeking Top Talent to Join Our Premier Financial Planning Firm

Milwaukee, WI $75,000.00-$

Recognized by FORTUNE as one of the “World’s Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. Our successful team is committed to service and impact. Our culture is focused on camaraderie, mentorship, training, and leadership, with the gift of high expectations.

The Financial Planning Assistant specializes in client service to ensure the maintenance of an efficient, organized practice that allows the Financial Advisor to focus their energy on building client relationships. The assistant is a liaison between the Home Office, Financial Advisor, and clients.

• Handle case notes, process correspondence and maintain electronic case files
• File new statements, account forms and other insurance/investment-related materials
• Input data, create planning proposals and ensure Financial Advisor is prepared for client/prospect meetings
• Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
• Communicate with the client and Home Office as needed to supply or obtain information
• Complete, review, and submit insurance applications for completeness and accuracy
• Arrange medical, paramedical and any exams necessary for underwriting
• Process insurance service requests from clients (address changes, bank change information, loan requests, service inquiries)

• Bachelor's Degree
• Experience in administrative support, preferably in the financial services or insurance industry
• WI Health & Life licenses or willingness to obtain licensure within 6 months of employment

• Strong interpersonal, verbal, and written communication skills
• High degree of initiative and organizational skills
• Ability to set priorities and meet deadlines
• Attention to detail with the ability to work with a high degree of accuracy
• Ability to maintain confidentiality
• Continue insurance education through schools, academies, licenses, registrations, and designations

COMPENSATION is commensurate with experience. Open to discussing part-time opportunities as well.

Northwestern Mutual is committed to diversity and inclusivity.

• Entry level

• Full-time

• Finance, Administrative, and Customer Service