Financial Planning Coordinator

New York, NY

Less than 5 years experience  •  Financial Services

Salary depends on experience
Posted on 12/15/17 by Charlotte Jacobs
New York, NY
Less than 5 years experience
Financial Services
Salary depends on experience
Posted on 12/15/17 by Charlotte Jacobs

What our client is offering:


Join a team under the Northwestern Mutual platform whose mission is to make a profound impact on our clients. We work with goal oriented individuals and business owners who have sound family values. Our goal is to be of service and add value to our clients by holding them accountable for their financial desires through integrity and expertise under a top rated financial services platform.

We are seeking a confident, outgoing individual to serve as the lead advisor’s right hand as our Financial Planning Coordinator. An ideal candidate will have a basic understanding of financial planning and investing principles, be able to manage multiple projects at once, and have a “go getter” attitude. Success in this role will be based on a candidate’s ability to integrate into the workflows of the team and develop their understanding of high-level wealth management and estate planning.

What you will get to do:

  • Prepare needs-based analysis, illustrations, proposals, and recommendations for client meetings
  • Prepare and process all paperwork for investment/advisory accounts
  • Meet with clients to conduct annual reviews and participate in financial and investment plan development under the guidance of the lead advisor
  • Run investment performance reports
  • Correspond with clients to provide insurance/investment related service and technical explanations of their financial plan
  • Maintain client information in the CRM system
  • Maintain and promote the website, maintain firm social media profiles, and marketingcampaigns

What our client seeks in a candidate:

  • Bachelor’s degree from an accredited institution
  • 3-5 years of financial service or insurance industry experience
  • Must have or on the path to obtain one of the following: CLU, ChFC and/or CFP® designation
  • Series 6 (or 7) and Series 63 licenses preferred
  • Life and Health Insurance license preferred
  • Demonstrated ability to maintain effective working relationships with clients
  • Excellent oral and written communication skills

Position perks:

  • Competitive salary with bonus incentives after the first year of employment
  • 2 weeks vacation and personal days
  • Medical insurance
  • Group life and disability insurance
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