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Northwestern Mutual - The South Florida Group · 1 day ago

Paraplanner

Fort Lauderdale, FL

Full-time

Onsite

New Grad, Entry Level

Northwestern Mutual - The South Florida Group has been committed to helping families and businesses in South Florida achieve their financial goals for years. The Paraplanner will assist in the financial planning process by supporting advisors with coaching, research, preparation, and analysis of client financial plans.

Financial Services

Hiring Manager

Brittany Hofmann

Responsibilities

Conduct weekly one-on-one meetings with all Financial Representatives supported

Participate in Development Team meetings to disseminate and gather information for the betterment of the reps and the office

Prepare, or collaborate with others, to develop consistent, high quality life stage appropriate plans for every Financial Representative subscribing to the Financial Planning unit

Prepare, or collaborate with others, to develop an integrated package for Financial Representatives to deliver to their clients as part of a pre-sale package

Compile meeting kits which includes all materials needed for the approach, close, delivery and client review

Collect and input client meeting notes

Maintain compliant electronic client files, complaint files and check and order logs

Manage underwriting process which includes providing, or collaborating with others to provide:

Pre-filling applications

Pre-checking applications for completeness and accuracy

Submitting applications

Scheduling requirements and medical exams

Monitoring of the Daily Status Report (DSR) and take action on cases needing attention

Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests

Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc

Prepare and manage client communications

Coach to Pacesetter 40; coach representative towards effectively using their time to build clientele; support the activity coaching (quantity & quality) initiative

Other projects as assigned by Director of Operations