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Associate Financial Representative

Northwestern Mutual - San Diego

Associate Financial Representative

San Diego, CA
Full Time
Paid
  • Responsibilities

    Job Description

    The associate financial representative role provides operational support to financial advisors to deliver financial security to their clients through a comprehensive planning process that integrates insurance and investment products. Primary Responsibilities: -Prepare and provide recommendations for personal financial planning analysis. -Prepare new insurance and investment accounts and generate paperwork. -Monitor opening of new accounts and pending transactions, including asset movement. -Prepare reports for quarterly and annual reviews, including data input. -Organize, manage, and coordinate back office account services and support. -Consult with advisor on the financial planning process and provide recommendations and/or research and analysis, as needed. -Track and review case status; ensure timely delivery of all documents and requirements.  -Communicate with clients regarding case status.  Qualifications: -Bachelor’s degree in business, finance and/or equivalent work experience. -1+ years of financial services experience preferred. -Series 63 and either Series 6 or Series 7 preferred.  -CFP designation preferred. -Service-oriented mindset and high self-motivation. -Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment. -Excellent written and verbal communication skills. -Strong analytical and problem solving skills. -Strong organizational and time management skills. -Experience in utilizing a planning process or methodology. -Team player and positive attitude. -Committed to professional development.