COMPANY OVERVIEW
Menke Financial, an established affiliate of Northwestern Mutual, is a thriving, growing firm based out of the St. Petersburg Northwestern Mutual office. Menke Financial is governed by five core values: excellence, enthusiasm, innovation, commitment, and growth. Our core focus is to enhance client lives through financial clarity and peace of mind by providing tax strategic wealth management.
Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years.
We are proud to be part of the great Northwestern Mutual company. Our focus is on doing right by our clients, employees, and community. Northwestern Mutual enjoys premiere national recognition including:
· Ranks 110 on the FORTUNE® 500 list
· One of the “World’s Most Admired” life insurance companies (FORTUNE®, 2020)
· One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2019)
POSITION OVERVIEW
Menke Financial is seeking a fast-paced, innovative team player to be an integral member of the Advisor’s team. The Financial Planning Associate will support the team and perform functions that enable the operational efficiency needed for the continued growth of the firm.
The ideal candidate will have an active interest in the financial services industry and desire for professional growth. This role requires a high degree of organizational capability, strong communication skills and ability to work both independently and as part of a team. This is an exciting opportunity as the role and accompanying responsibilities have the potential to evolve as the Advisor’s practice grows.
JOB RESPONSIBILITIES
Case Preparation
· Responsible for ensuring that a complete and accurate plan is developed for every client aligned to the Wealth Management Advisor’s planning philosophy and best practices.
· Analyze client financial goals, current situation, and portfolio. Develop appropriate recommendations to meet client needs, risk profile, time horizon and preferences.
· Identify gaps and opportunities within a client’s financial plan and prepare insurance illustrations and investment proposals accordingly.
· Prepare Morningstar reports.
· Create Proposals and Investment Policy Statements for supported advisory programs.
· Gather information for advisor meetings with clients/prospects (ex. annual reports and marketing materials) and client reports.
· Prepare insurance proposals
· Prepare supporting presentation material using Microsoft software suite.
· Consult advisor on the presentation of the plan, investment cases and successful client presentation.
Planning Support
· Gather and prepare all materials for client review meetings: updated plan, investment summary, consolidated investment reports, in-force illustrations, CCVs, etc.
· Assist advisor by providing information to answer client questions.
· Collect necessary documents and information from prospective and existing clients
IDEAL CHARACTERISTICS
- Strong attention to detail, accuracy, and reliability
- High degree of initiative, ownership, and follow-through
- Excellent oral and written communication skills
- Demonstrated organizational and time management skills with ability to set priorities and meet deadlines
- Strong sense of professionalism and discretion required
REQUIRED QUALIFICATIONS
· Bachelor’s Degree
· Florida Life & Health License (2-15) or ability to obtain within 60 days of employment
· FINRA Series 6 License
· Series 63, or ability to obtain within 90 days
· 2+ years financial planning experience
· Proficient in Microsoft Office applications – Outlook, Word, Excel
· Committed to professional development (e.g. CLU®, ChFC®, CFP®).
PREFERRED QUALIFICATIONS
· FINRA Series 7
· Financial services and/or insurance industry experience
· Prior Financial Advisor support experience
· CFP® preferred
· Experience with Morningstar, NetX360 and/or CRM client management software a plus
BENEFITS
Benefits include 401k, license/credential reimbursement, group health, vision, dental insurance, short term disability, and paid time off
ADDITIONAL DETAILS
Employment Structure: Full-time
Location: 700 Central Ave Suite #300, St Petersburg, FL 33701
As part of the Northwestern Mutual hiring process, verification of a candidate’s background will be required, which includes Federal Bureau of Investigation fingerprint submission for review against nationwide fingerprint records.
Job Type: Full-time
Pay: $55,000.00 – $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Physical Setting:
- Office
Schedule:
- Monday to Friday
Education:
- Bachelor’s (Required)
Experience:
- Financial Services: 2 years (Preferred)
License/Certification:
- Series 63 (Preferred)
- FL 2-15 (Preferred)
- Series 7 (Required)
Work Location: In person
https://www.glassdoor.com/Job/tampa-fl-financial-jobs-SRCH_IL.0,8_IC1154429_KO9,18.htm?fromAge=1
