- Prepare, complete and submit investment paperwork with a high degree of accuracy
- Prepare comprehensive financial plans using existing best practices for life stage appropriate recommendations
- Multitask to work with a variety of investment accounts at one time
- Prepare asset allocations analysis and investment analysis reports
- Implement compliance best practices by preparing annual reviews, reallocating and rebalancing accounts, implementing recommendations and performing account maintenance as necessary
- Create insurance illustrations based on best practice template and/or advisor specific request
- Perform analysis of client's investment portfolios, making recommendations with regard to fund selection, investment amount, risk tolerance and time horizon
- Bachelor's degree (Finance, Business or related field) or equivalent work experience
- Minnesota State insurance license or ability to quickly obtain
- Series 7 and Series 63 license (or ability to obtain within the first year of employment)
- Ability to work closely with team members to ensure timely delivery of proposals and implementation
- Strong customer focus, excellent listening skills and attention to detail
- Proficient in MS Office (Excel, Word, PowerPoint)
- Desire to further education and credentials
- Ability to work in a fast-paced environment
- Excellent oral and written communication skills and the willingness to work with other teams in order to meet and exceed goals
- Knowledge of investment products, superior analytical, organizational, research, initiative, and multi-tasking skills
-
Financial Planning Associate
2 days ago
Northwestern Mutual Minneapolis, United StatesJob Description · Job DescriptionSalary: · Recognized by Forbes magazine as a Top Best-in-State Financial Security Professional, our financial practice's mission is to build long-term client relationships that inspire confidence, optimism, and happiness by guiding individuals an ...
-
Account and Event Planning Associate
3 weeks ago
Jaffe Management Minneapolis, United StatesJob Description · Job DescriptionFull Time Salary Position. Fifty Person Association Management Firm is seeking a motivated and energetic person to work with professional/trade associations, plan events, and perform database management. This individual must have demonstrated abil ...
-
Associate Manager, Financial Planning
1 week ago
Post Holdings Minneapolis, United StatesBusiness Unit Overview · At Crystal Farms Dairy Company we harbor a passion for quality food and seek out the very best talent that fosters the company's culture of ownership and accountability. We offer exciting job possibilities throughout our organization where you can enhanc ...
-
Associate Manager, Financial Planning
1 week ago
Crystal Farms Refrigerated Distribution Company Minneapolis, United StatesBusiness Unit Description: · At Crystal Farms Dairy Company we harbor a passion for quality food and seek out the very best talent that fosters the companys culture of ownership and accountability. We offer exciting job possibilities throughout our organization where you can enh ...
-
Associate Director, Media Planning
3 weeks ago
True Media Minneapolis, United StatesOpen position in all True Media office locations including Kansas City, MO, Columbia, MO, St. Louis MO, and Minneapolis, MN; Hybrid work schedule: in office/remote.As an Associate Director, Media Planning you are an important part of creating the most appropriate media plans for ...
-
Associate Director, Sales Planning
2 weeks ago
Kraft Heinz Company Minneapolis, United StatesJob Description · Due to team connectivity, we would require this role to be based in Minneapolis, MN. · The Associate Director (AD) of our Sales Planning team is critical to the overall success of the UNFI team. The AD will advise Kraft Heinz selling efforts for the UNFI custo ...
-
Associate Director, Sales Planning
1 month ago
The Kraft Heinz Company Minneapolis, United States Regular, Full timeJob Description · Due to team connectivity, we would require this role to be based in Minneapolis, MN. · The Associate Director (AD) of our Sales Planning team is critical to the overall success of the UNFI team. The AD will advise Kraft Heinz selling efforts for the UNFI custom ...
-
Associate Manager, Financial Planning
2 weeks ago
Post Holdings Edina, United StatesThe cheese and dairy categories are highly promoted with the largest investment of the company in trade dollars to support our customers. This position is critical to company success by evaluating and recommending the most effective use of that inves Associate Manager, Financial ...
-
Associate Trade Planning Manager
3 weeks ago
Ocean Spray Lakeville, United StatesOcean Spray is hiring for a(n) Associate Trade Planning Manager We're a team of farmers, thinkers, creators, and doers. Whatever your title, whatever your role — it always comes back to this: we're a farmer-owned co-op where everyone rolls up their sleeves to get the job done. Th ...
-
Associate Manager, Operations Planning
1 week ago
Ocean Spray Lakeville, United StatesOcean Spray is hiring for a(n) Associate Manager, Operations Planning We're a team of farmers, thinkers, creators, and doers. Whatever your title, whatever your role — it always comes back to this: we're a farmer-owned co-op where everyone rolls up their sleeves to get the job do ...
-
Part Time Product Demonstrator in Costco
2 weeks ago
CDS (Club Demonstration Services) Saint Louis Park, United States Part timeWe want you to help us shape the future of shopping experiences and deliver on our purpose of connecting people with the products and experiences that enrich their lives. Joining CDS, an Advantage Solutions Company, means joining a network of 65,000 teammates serving 4,000+ brand ...
-
Licensed Dental Hygienist
6 days ago
Park Dental Minneapolis, MN, United StatesOverview:Park Dental Partners is seeking a compassionate, professional Dental Hygienist to join our team-oriented practice in the New Brighton, MN area. COMPETITIVE PAY AND SIGN-ON BONUS · Open to part and full time scheduling Why should you choose Park Dental? Park Dental asso ...
-
Licensed Dental Hygienist
6 days ago
Park Dental Minneapolis, MN, United StatesOverview:Park Dental Blaine is seeking a compassionate, professional Dental Hygienist to join our team-oriented practice. COMPETITIVE PAY AND SIGN-ON BONUS Why should you choose Park Dental? Park Dental associates truly care about our patients and want to make a difference. Belo ...
-
Licensed Dental Hygienist
2 weeks ago
Park Dental Minneapolis, MN, United StatesOverview:Park Dental Edina is seeking a compassionate, professional Dental Hygienist to join our team-oriented practice. · COMPETITIVE PAY AND SIGN-ON BONUS · Why should you choose Park Dental? Park Dental associates truly care about our patients and want to make a difference. B ...
-
Licensed Dental Hygienist
2 weeks ago
Park Dental Minneapolis, MN, United StatesOverview:Park Dental St. Louis Park is seeking a compassionate, professional Dental Hygienist to join our team-oriented practice. · Competitive pay and sign on bonus · Why should you choose Park Dental? Park Dental associates truly care about our patients and want to make a diff ...
-
Registered Nurse
1 week ago
Fairview Health Services Minneapolis, MN, United StatesOverview: · Fairview Health Services is hiring a Registered Nurse (RN) to join our Critical Care Flex Team at M Health Fairview University of Minnesota Medical Center - East Bank location in Minneapolis, MN. The RN role offers an additional $2.00/hour for being in the Critical Ca ...
-
Respiratory Therapist
2 weeks ago
Fairview Health Services Minneapolis, MN, United StatesOverview: Fairview Health Services is hiring a Respiratory Therapist to join our Respiratory Therapy team at our M Health Fairview University of Minnesota Medical Center - East Bank location in Minneapolis, MN. We're offering a $9,000 sign-on bonus Respiratory Therapy at UMMC Ea ...
-
Respiratory Therapist
2 weeks ago
Fairview Health Services Minneapolis, MN, United StatesOverview: Fairview Health Services is hiring a Respiratory Therapist to join our Respiratory Therapy team at our M Health Fairview University of Minnesota Medical Center - East Bank location in Minneapolis, MN. We're offering a $11,250 sign-on bonus Respiratory Therapy at UMMC E ...
-
Senior Tax Associate
5 days ago
BerganKDV Bloomington, United StatesJob Summary: · Creative Planning Tax, LLC is a part of Creative Planning, Inc. and works in conjunction with wealth managers to provide tax consulting and compliance services. · The Tax Senior Associate works with Tax Managers & Directors to assist in preparing client deliverable ...
-
Registered Nurse
1 week ago
Fairview Health Services Minneapolis, United StatesOverview: · Fairview Health Services is hiring a Registered Nurse (RN) on the Orthopedic Med/Surg Unit at the M Health Fairview University of Minnesota Medical Center – West Bank Campus in Minneapolis, MN. · The Orthopedic Med/Surg RN will deliver care to medical surgical adult p ...
Financial Planning Associate - Minneapolis, United States - Northwestern Mutual
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Job Description
Job DescriptionSalary:The Financial Planning Associate is part of the Planning Department, which is an internal team that supports subscribing advisors and their staff through behind-the-scenes service work. The primary responsibilities of the associate are focused on investment paperwork, creating comprehensive financial plans, running investment reports and creating investment recommendations in alignment with the Northwestern Mutual planning philosophy and client-specific goals.
Specific responsibilities include but are not limited to:
Minimum Requirements:
Preferred Qualifications: