Northwestern Mutual · 1 week ago
Retirement Plan Specialist
Binghamton, NY
Full-time
Onsite
New Grad, Entry LevelNorthwestern Mutual is focused on providing effective Wealth Management & Planning services, and they are seeking a Retirement Plan Specialist to enhance their operations. This role involves managing retirement plan relationships, conducting reviews, delivering educational plans, and providing personalized financial discussions with participants.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Amber Love
Responsibilities
Plan level reviews and recommendations with plan sponsors and/or plan committees
Delivering a group education plan to our employee populations
Meeting with participants on an individual basis to discuss financial matters
Maintaining a customized fiduciary investment service
Preparing meeting materials for all Retirement Plan related meetings
Qualification
Required
A Bachelor's Degree
Successful candidate would be expected to obtain the following Securities Licenses within the first year of employment: SIE / Series 7 / Series 63
Candidate would also be expected to obtain the New York State Life Accident and Health Insurance Licensing within six months of completing the Securities Licensing requirements
Strong analytical and organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
Strong Microsoft Excel skills, with strong written and verbal communication skills; technologically savvy
Very strong interpersonal skills and a positive outlook with the ability to build relationships with clients, team members and external partners
Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response
Preferred
Previous Qualified Retirement Plan experience preferred
Committed to continuing education and pursuing additional designations, licenses or degrees that enhance knowledge in the wealth management or planning fields – the following designations are desired: CFS, CFP, CLU or CEBS
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
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