CENTRALIZED FINANCIAL SECURITY (CFS) ANALYST

The Centralized Financial Security (CFS) Analyst works with new financial representatives to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products.

RESPONSIBILITIES
Planning and Case Preparation

• Promote, utilize, and reinforce Northwestern Mutual’s planning process, tools, and philosophies
• Analyze case notes and fact finder to identify potential opportunities
• Prepare a PX (Planning Experience-a financial planning tool) Plan prior to client meeting
• Ensure the PX is accurate and detailed to include all information required for the client meeting
• Notify the financial representative of assumptions used in the plan, as well as any missing information not documented in the case notes and/or fact finder
• Prepare additional items for client meeting (Investment Proposals, Morningstar Reports, Portfolio Illustrations, etc.), as needed

Other

• Assist the Investment Operations Specialist with opening new accounts, investment service work, and check processing as needed
• Continued personal growth and development on investment topics and market knowledge
• Meet with new advisors to discuss financial plans, as needed
• Recommend and implement process improvements in daily operations to enhance quality and productivity

QUALIFICATIONS
Education and Industry Experience

• Bachelor’s Degree in business, finance and/or related field
• Experience in utilizing a planning process or methodology
• SIE, Series 6, 63, and Life Insurance license preferred or gaining licensing within 6 months of employment
• Experience with both brokerage and advisory platforms
• Investment philosophy consistent with Northwestern Mutual
• Clean compliance record and background check as determined by home office
• Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals
• Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others
• Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines

Job Type: Full-time

Pay: $42,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person