Apply to join Northwestern Mutual's fastest growing Network Office in San Jose. If you have previous experience with financial planning, or a strong interest in learning, you might be a great candidate for our team.

Role Responsibilities

Representative Training and Development

· Promotes, utilizes, and reinforces Northwestern Mutual planning culture, process, and tools

· Provide training and knowledge transfer on Investment concepts, Insurance Planning suitability, and product options

· Provide coaching for representative in the presentation of cases and the handling of objections from clients

· Monitors and reinforces representative adherence with network office’s business guidelines

· Meet with advisors to discuss proposal, analysis, method, opinion and discuss all assumptions

· Identify potential opportunities and constraints and assess information to formulate strategies

· Craft financial security solution(s) accurately and in the best interest of clients

· Share recommendations with representatives and coach to the delivery of a successful client presentation

· Identify and inform representatives of tax consequences, costs, and applicable breakpoint information (e.g. sales charges, surrender charges, account transfer fees)

Proposal and Case Preparation

· Prepare Planning Analysis- (Asset Allocation, Education and Retirement modules)

· Prepare Envestnet proposal for Advisory clients

· Prepare Morningstar Analysis

· Recommend fund portfolio options

· Gather information for registered representative’s meeting with client/prospect (e.g. prospectuses, annual reports, and Morningstar reports)

Account Services and Support

· Prepare all materials for all quarterly and annual reviews: investment summary, consolidated investment reports

· Organize, manage, and coordinate back-office insurance and investment account services and support

· Create and monitor daily tickler system for account follow ups and service by investment processor

· Thoroughly document case notes, thought process, and analysis, and assumptions

· General account servicing as directed by representative

· Work with clients to complete forms (demographic information only) for processing

Qualifications

Education and Industry Experience

• 3+ years of financial services experience
• Experience in utilizing a planning process or methodology.
• Series 7, 66, OR 6, 63, SIE and Life Insurance license. PREFERRED
• Experience with both brokerage and advisory platforms
• Experience with risk-based planning and management
• Investment philosophy consistent with Northwestern Mutual
• Clean compliance record and background check.
• Committed to professional development (e.g. CLU, ChFC, CFP)

Job Type: Full-time

Pay: $70,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• San Jose, CA 95129: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Microsoft Excel: 1 year (Preferred)
• Financial planning: 3 years (Preferred)

Work Location: One location

teachering.org is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, teachering.org provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, teachering.org is the ideal place to find your next job.