Financial Planning Associate (CFP Required)

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 111 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 provide technical and client support to senior advisors by gathering client data, preparing financial plans, and assisting with client meeting preparation. This role involves a range of duties focused on helping clients achieve their financial objectives through comprehensive planning and relationship management.

The ideal candidate will have strong financial analysis capabilities, experience creating models and presentations, along with handling follow-up and outreach to clients. 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 prospect’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

·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, and CCVs.

· Assist advisor by providing information to answer client questions.

· As needed, provide education and guidance to advisor and staff to complete service requests.

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
• CFP®

· Florida Life & Health License (2-15)

· 3+ years of financial planning experience

· FINRA Series 6

· FINRA Series 63

· Proficient in Microsoft Office applications – Outlook, Word, Excel

· Committed to professional development

PREFERRED QUALIFICATIONS

· Prior Financial Advisor support experience

· FINRA Series 7

·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

www.Menkefinancial.nm.com
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.

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person