Planning & Insurance Analyst

Northwestern Mutual - Park Ave

12d•$72,000 - $86,400•Remote

About The Position

The Planning & Insurance Analyst is responsible for guiding the planning philosophy of the group, generating proposal materials for client meetings, and staying updated on the planning solutions marketplace. This can be a fully remote position but would require working EST hours.

Requirements

Minimum of 2 years of relevant experience working in a financial planning or planning-related firm.
Currently enrolled in CFP courses, plans to attain CFP within 3 years, or has obtained the CFP credential.
Strong self-starter who willingly takes initiative and accepts responsibility.
Ability to analyze complex data and information and summarize findings in a concise manner.
Strong organizational skills and utmost attention to detail.
Ability to think critically and solve problems.
Strong track record of effectively leading and/or working with cross-functional teams, driving meaningful change, and developing others.

Nice To Haves

Bachelor’s degree preferred.
Proficiency in Microsoft Office applications.
Expert Excel skills are a plus.

Responsibilities

Implement firm’s financial planning process including assumptions, templates, concept pages, and alternate scenarios.
Implement firm’s insurance planning process by generating illustrations, creating recommendations, and updating existing recommendations.
Support advisors in providing illustrations, examples, and research needed to answer questions about existing insurance policies.
Prepare advisors for close meetings by explaining integrated planning observations, insurance analysis, etc., as needed and serving as a resource prior to meetings.
Maintain knowledge of all Northwestern Mutual insurance products including life, disability, long-term care insurance, and annuities.
Support senior associates in creating new insurance sales ideas and assisting with complex insurance case design.
Assist with written briefs on all client-relevant planning ideas on the suite of services document and other ideas as needed.
Assist with detailed Social Security analysis for new and existing A+ clients in the retirement income phase.
Prepare senior associates for occasional client meetings and provide advisors with client-ready emails as needed.
Assist senior associates with collaboration with the Home Office’s Advanced Planning Team and Product Development Team on a regular basis.
Research strategies and competitive products as needed.
Support the Director of P&I in reviewing Financial Planning Assumptions with the firm on a semi-annual basis and outlining any proposed changes in the form of a presentation.