Financial Planning Coordinator
Position Overview
The Financial Planning Coordinator works with financial representatives to deliver financial security to clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives increase productivity by providing planning and integrated operations support.
Responsibilities
Sales & Service Support
- Compile annual review kits including client review documents, in-force insurance illustrations, Morningstar reports, investment statements, and updated financial plans
- Build financial plans for prospective and current clients from scratch or update as needed
- Illustrate insurance products based on advisor recommendations
- Assemble investment proposals using Morningstar, mutual fund companies, and internal systems
- Maintain timely support through Microsoft Dynamics 365 workflow tasking
- Collaborate with Home Office support services to deliver quality service
- Maintain compliant electronic client files and ongoing advisor support
- Process, or collaborate with others, to open and fund investment accounts and complete service requests such as disbursements, transfers, and trade corrections
Qualifications
Required
- Strong customer relationship and service skills
- Analytical thinking and problem-solving ability
- Excellent written and verbal communication
- Strong organizational and time management skills
- Ability to set priorities and meet deadlines
- High attention to detail, accuracy, and reliability
- Ability to thrive in a fast-paced environment
Preferred or Willing to Obtain
- Life, Accident & Health insurance licenses
- Associate Financial Representative contract
- Bachelor’s Degree in business, finance, or equivalent experience
- SIE
- Series 6 or 7 and Series 63
Compensation & Benefits
- Flexibility with time and work from home
- Base and bonus compensation
- Support for insurance and financial licensing (SIE, Series 6/7, 63, CFP®, and more)
- Retirement package
- Medical, Dental, Vision, Life Insurance, and Disability Income Insurance
About Us
For over 165 years, we have helped clients live fully through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to help clients successfully navigate their financial lives.
Our approach integrates insurance, investments, and annuities into coordinated strategies designed to help clients reach goal after goal. We are built on financial strength, access to top products and services, and a culture where different viewpoints create new successes.
Why Join Northwestern Mutual
- Fortune 100 company
- Forbes’ Best Employers for Diversity
- Top 10 U.S. Independent Broker-Dealer
- #1 Most Admired Life Insurer for Financial Soundness
- Best Place to Work for LGBTQ+ Equality
- $224B+ in client investment assets
Our Values
Extreme Ownership – We take responsibility for our work and our clients’ experience, following through with discipline and care.
Positivity – We bring energy and professionalism to every interaction, creating confidence for clients and teammates.
Grit – We stay focused and resilient, doing meaningful work with consistency and excellence.
Authenticity – We communicate honestly and build trust through transparency and respect.
Oneness – We operate as one team with a shared mission: helping clients achieve financial security.
If you want to own your role, serve clients with excellence, and be part of a team that values character as much as competence, we’d love to meet you.
Job Type: Full-time
Pay: $43,000.00 - $45,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: In person
