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Financial Planning Coordinator

Location : New York, NY
Job Type : Direct
Hours : Full Time
Required Years of Experience : 3-5 years of experience
Required Education : 4 year degree
Travel : No
Relocation : No
Job Industry : Accounting - Finance
Job Category : Financial Services

Job Description :
 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. The registered candidate specializes in client service and process of variable products and other securities, such as mutual funds, as well as insurance products (life, disability and long-term care) to ensure the maintenance of an efficient, organized, and compliant office that allows the Advisor to focus his energy building client relationships. The candidate is a liaison between the home office, financial advisor, and clients. 


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 marketing campaigns 

Required Qualifications :

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 licensed or gain licensing within 6 months of employment

  • Life and Health Insurance licensed or gain licensing within 2 months of employment

  • 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

  • Medical insurance

  • Group life and disability insurance

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