At a Glance
- Tasks: Manage client portfolios and develop financial plans using innovative software.
- Company: Join a mission-driven team at Northwestern Mutual focused on improving clients' financial lives.
- Benefits: Enjoy health insurance, retirement plans, paid time off, and professional development opportunities.
- Other info: Dynamic work environment with opportunities for personal and professional growth.
- Why this job: Make a real impact in clients' lives while growing your financial expertise.
- Qualifications: Series 7 license preferred; tech-savvy and collaborative team player.
The predicted salary is between 30000 - 40000 £ per year.
Job Location: Chesterfield, MO
Type of Position: Full-time
FLSA Classification: Exempt
Hours per week: 40 hrs/wk
Working hours: 8:00am-4:00pm
Our mission is to help improve our clients’ quality of life through confidence in their financial planning. Our values include family, integrity, honesty, growth, and fun.
Job Summary
The Investment Planning Analyst is responsible for maintaining client portfolios, and for developing financial plans for clients using our PX software. This role focuses on managing existing accounts and investment models. We focus on optimizing the relationship between Risk and Return within the client’s risk tolerance. Associates will excel in this role through multi-tasking, demonstrating an understanding of portfolio theory and asset allocation, and expressing curiosity about investments, the economy, and financial planning.
Key Responsibilities
- Case Prep
- Each of the below will need to be learned and mastered as quickly as possible – note that Illustrations and PXs are created via proprietary software
- Illustrations
- YCharts comparisons (YCharts is an online investment analysis website, similar to Morningstar)
- Creating PX plans, updating existing PX plans, editing PX plans
- Analysis
- Meeting with wholesalers, investigate and research investments and portfolio ideas
- Intermittently evaluate portfolio models and potential changes
- Be cognizant of funds we could employ in the future
- Read articles sent via email from fund managers, on YCharts, etc.
- Trading
- Monitor exceptions/violations, particularly in taxable accounts
- Sell to raise cash at regular intervals
- Recommending buys in individual/JT/529 accounts
- Master EnV2 (our advisory trading program) - Become expert in ‘block’ trading our investment models
- Client Service and Relationship Management
- Serve as the principal contact for client relationships
- Makes critical client decisions such as creating, preparing, reviewing, and presenting financial plans
- Responsible for the quality control of client deliverables such as plans, analysis and presentations
- Communicates proactively and consistently with clients to identify changes in their financial lives and needs that should be met
- Manage client appointments and cancellations; reserve conference rooms for in-person meetings
- Prefill and submit paperwork for new and existing business, process, and track account requests
- Maintains high level of professional expertise and continues to learn new processes, theories, and best practices to service clients
- Business Development
- Leverage key marketing resources and tools provided to the firm
- Engages existing database to deepen relationships
- Responsible for actively finding new client relationships
- Develops specialized knowledge that fits within the strategy of our firm
Job Qualifications
- Series 7 licensed preferred; able to contract as an Associate Wealth Management Advisor within a year
- Ability to commute to job location in Chesterfield, MO daily
- Demonstrate patience, open-mindedness, reliability, and dependability
- Professional level understanding of life insurance, investments, portfolios
- Technologically savvy, with the ability to learn new technology early and often
- Flexible and adaptable to the varying needs of the practice
- Collaborative, with the ability to work well with others on a team
Benefits
- Health, vision, and dental insurance
- SIMPLE IRA retirement plan
- PTO + holiday pay
- Base salary proportionate to experience level
- Industry licensing and continuing education expenses
- Personal and professional development opportunities, including pursuit of industry credentials such as CFP
Investment Planning Analyst - Northwestern Mutual in Chesterfield employer: Clayton
At Northwestern Mutual, we pride ourselves on being an exceptional employer that values family, integrity, and growth. Located in Chesterfield, MO, our collaborative work culture fosters personal and professional development, offering opportunities for industry credentials and a supportive environment where employees can thrive. With comprehensive benefits including health insurance, retirement plans, and a focus on work-life balance, we are dedicated to enhancing the quality of life for both our clients and our team members.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Planning Analyst - Northwestern Mutual in Chesterfield
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Clayton. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Planning Analyst - Northwestern Mutual in Chesterfield
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Clayton.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Clayton's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Clayton
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Clayton.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Clayton will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Clayton employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
