Financial Planning Services Associate
Compensation
From $23 /hr
Employment type
Full-time
Work setting
On-site
Location
Minneapolis, MN
Schedule
Day shift
Posted
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Job overview
The Financial Planning Services Associate role is onsite in Minneapolis, MN, with compensation of $23 per hour. Compensation is based on the stated hourly rate. The role supports Financial Representative teams and Financial Planning Services team members with client investment paperwork and analysis.
What you'll do
- Complete, submit, and track new account investment paperwork
- interpret and enter client information in financial planning software
- prepare trade tickets for Operations
- assist with investment account service tasks
- assign requested tasks to team members
- create Investment Policy Statements in Envestnet
- provide Morningstar portfolio reports
- and assist with other service and operational tasks.
What we're looking for
- Skills & competencies
- financial planning servicesinvestment paperworkclient investment accountsfinancial planning softwareenvestnetinvestment policy statementsmorningstar reportstrade ticketsminneapolis mnnorthwestern mutual-twin cities$23/hr
- Work arrangement
- Weekend coverage required
Why this role
High school diploma or equivalent required; an associate degree and 1–3 years of industry experience are preferred. Willingness to obtain SIE, Series 6, and Series 63 registrations is requested.
About the employer
Northwestern Mutual-Twin Cities is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: d42ca465-caa5-4e49-9104-0dc87167b9fd