Planning & insurance analyst

This can be a fully remote position but would require working EST hours.

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.

Core 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.

Qualifications

Required

• 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.
• Bachelor’s degree preferred.
• 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.

Preferred

• Proficiency in Microsoft Office applications.
• Expert Excel skills are a plus.