Financial Planning Associate

Job Description

Assist The Mayeu Financial Group (MFG) in creating an excellent client experience for all clients and prospects of the firm. Assist Wealth Management Advisors and Service Advisor(s) in developing and maintaining strong relationships with MFG clientele. Facilitate and coordinate workflows from clients and prospects to the MFG operations and planning team.

Desired Skills and Experience

• Health and Life licensed or gain licensing within 6 months of employment
• Financial Service or Insurance industry experience preferred
• Associate Agent Contract required
• Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
• Excellent oral and written communication skills
• Familiarity with Microsoft applications and data entry and information retrieval software
• Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to proactively identify what needs to be accomplished and take action as appropriate
• Has interest in learning on a continuous basis
• Ability to embrace change and work in a fast-paced environment
• Ability to work both independently and in a team
• Ability to maintain confidentiality

Location

Pittsford, NY

Northwestern Mutual Description

Northwestern Mutual is a financial services company that offers a variety of insurance and investment solutions. Since our founding in 1857, through every recession and every economic boom, we’ve kept our focus on the long term, delivering our clients and policy owners consistent financial strength year after year. Our financial representatives build lifelong relationships to help clients identify their unique needs in order to provide long-term solutions. To learn more, go to www.NorthwesternMutual.com.