Private Wealth Analyst

Private Wealth AnalystRole OverviewTop firm within the Northwestern Mutual Private Client Group is looking for a Private Wealth Analyst who will lead and oversee the design, creation and implementation of financial plans for the firm’s clients and partner with other departments and team members to ensure the highest standard of client experience and firm operations. They are responsible for servicing clients, developing and overseeing financial plan generation, client meeting case prep and financial plan implementation with a focus on client service, scalability, efficiency, accuracy, and timeliness.General Support & Client ServiceEnsuring Client Relations Team can maintain a full calendar for Advisor(s) with 12-15 client/prospect meetings each week. This may include creating new phone calls for existing OCS contacts or helping with efforts to drive new referrals to the firm.Maintaining client case files and filing performance reports, account forms and other investment advisory paperworkHandling inbound email and phone communications from clients which may include responding directly or delegating to the appropriate departmentMaintain current industry and regulatory knowledge impacting financial planning operations, and update processes as needed to ensure compliance and best practicesCollaborate with other departments and team members to ensure the firm is well positioned for continued growth and success by continuously enhancing the client experience, associate development and firm operationsClient Meeting PreparationProcessing factfinder case notes, assisting with gathering prospect/client financial information (budget, inv. statements, etc.), and preparing the financial plan and recommendations appropriate for the clientOversee the design, building, and implementation of all financial plans, ensuring efficient, accurate and timely executionAssisting with prospecting efforts on behalf of the primary advisor and team for new advisory clientsPreparing investment advisory annual review informationPreparing and modifying investment policy statement, needs-based analysis or financial plansRunning performance reports in appropriate investment systems (Envestnet, Morningstar and NMCIR)Case Management & Client OnboardingProcessing planning case notes, and generating opportunity (case), next activity, and appropriate tasks for firm team members.Serving as the primary point-of-contact for clients that are onboarding and coordinating with insurance and investment departments with next steps and action itemsParticipating in client meetings for financial or investment plan development or presentationMaintaining Opportunities dashboard to ensure all have appropriate follow-ups (phone call, task, etc.) and are moving through the sales cycle efficientlyMonitoring and following up on asset transfers and on initial and subsequent funding of advisory accountsIdentify opportunities to improve the firm’s planning management and operations in order to enhance productivity, scale for growth, and ensure a strong client experience; implement or oversee the implementation of these improvementsQualificationsBachelor’s degree preferredFinancial planning credential preferred (CFP, ChFC, etc), including relevant planning softwareSeries 7 & 63 investment licenses required10+ Years of experience in industry preferred (pertaining to financial planning)Ability to adapt to changing environment and lead changeAbility to identify and lead improvements in business processes and best practicesStrong use of judgment, analytical skills and problem-solving skillsStrong attention to detail, organization, and time management with ability to set priorities and meet deadlinesAbility to build rapport and collaborate effectively with othersProficient computer skills, Microsoft Office 365, financial planning and CRM software experience preferredResults The Private Wealth Analyst will success by accomplishing the following:Business Health Metrics | New business acquisition goals aligned with primary advisorTeam Contribution | Help firm accomplish business production metrics for the yearProfessional Growth | Accomplish two personal development goals for the yearCompensation & BenefitsWe believe in building a team that loves what they do and creating a work environment that supports long-term career growth. Accordingly, we provide a highly rewarding compensation package which includes:A competitive base salary based on experience and licensing (Base Range-$100,000 - $130,000)An incentive (bonus) compensation plan driven by both individual and firm performanceAccess to health, vision, dental benefits as well as group life and disability insurance with costs to be shared by employer100% Employer-Paid licensing, professional development, and education opportunitiesPaid Time Off & Holiday Pay