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Northwestern Mutual · 1 day ago

Paraplanner

Albany, NY

Full-time

Onsite

Entry, Mid Level

$65K/yr - $80K/yr

Northwestern Mutual is seeking a detail-oriented and motivated Paraplanner to join their financial services team. The role involves assisting financial advisors in developing comprehensive financial plans for clients and ensuring accurate documentation preparation.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Responsibilities

Collaborate with financial advisors to gather client information and assess their financial needs

Prepare detailed financial plans, including estate planning, asset management, and wealth management strategies

Conduct research on financial products and services to support client recommendations

Utilize financial software to create reports and analyze data related to client portfolios

Assist in the preparation of presentations for client meetings, ensuring all materials are accurate and professionally formatted

Maintain accurate records of client interactions and follow up on outstanding tasks as needed

Stay updated on industry trends, regulations, and best practices in financial planning

Qualification

Certified Financial PlannerFinancial software proficiencyFinancial planning experienceMath skillsEstate planningProactive problem-solvingCommunication skillsOrganizational skills

Required

Certified Financial Planner, Chartered Life Underwriter, or Chartered Financial Consultant designation required for top of pay range consideration

Previous experience in financial planning

Proficiency in financial software applications and tools used for analysis and reporting

Strong math skills with the ability to interpret complex data sets

Excellent communication skills, both written and verbal, with the ability to explain complex concepts clearly

Strong organizational skills with attention to detail and the ability to manage multiple tasks simultaneously

A proactive approach to problem-solving and a commitment to providing exceptional client service

Preferred

Bachelor's degree in finance, accounting, or a related field is preferred

Knowledge of estate planning, asset management, public accounting, and wealth management principles is a plus

Benefits

Comprehensive health insurance plan

401(k) and profit-sharing opportunities

Company

Northwestern Mutual

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2020 (1)