WEALTH MANAGEMENT PLANNING COORDINATOR Position Available In Orange, Florida

WEALTH MANAGEMENT PLANNING COORDINATOR

Northwestern Mutual – 3.7 Orlando, FL Job Details Full-time $40,000 – $45,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Life insurance Referral program Qualifications Financial planning Series 6 Customer service Mid-level Finance Analysis skills Bachelor’s degree Business 2 years Communication skills Series 63 Time management Full Job Description Wealth Management Planning Coordinator Wealth Management Planning Coordinator is focused on assisting advisors who subscribe to the services of Wealth Manangement Planning. The Wealth Management Planning Coordinator assists advisors with all aspects of account onboarding, maintenance, advisor communication and full investment servicing, all while working as a member of a team. The WMP coordinator provides an efficient and streamlined solution that will allow advisors to transfer the Investment Operations responsibilities to a trained and experienced team. The WMP Coordinator assists with the creation of time, granting the Advisor the ability to expand their practice and focus on client-facing interactions. General Responsibilities Specific responsibilities include but will not be limited to: Placing sell/buy trades Manage and prioritize incoming tasks and alerts. Interpret new account work orders, gathering all information necessary for onboarding new accounts utilizing NetX 360. Send paperwork for e-sign via WorkManager application, uploading signed documents to NetX 360. Provide ongoing service to accounts, such as ACH payments, asset movement, portfolio reallocation and buys and sells. Manage tracker updates, critical for maintaining an accurate record of the life cycle of accounts. Maintain regular contact with advisors through weekly meetings and updates of pending accounts. Communicate effectively with both the team members and advisors regarding workflow, deadlines and new or missing information. Provide case consultation to advisors. Act as a quality screen, guiding advisors to solutions in alignment with compliance and firm policies. Stay up to date with market news in an effort to better-serve subscribers and clients alike. Develop and nurture a quality relationship with Home Office as a resource for ensuring accuracy and consistency of service. Setting up asset movement instructions (standing and periodic instructions) and setting up order instructions Creating and completing paperwork for Advisory, Brokerage, and Variable Annuity accounts Build proposals in env2/ipg Env2 advisory account servicing including goal modification, RAIS cash requests, and systematic withdrawals Qualifications Education and Industry Experience Required Life, Accident & Health Insurance licenses Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment Strong customer relationship and service skills Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others Strong organizational and time management skills with the ability to set priorities and meet deadlines Preferred Bachelor’s Degree in business, finance and/or related field 2-3 years financial planning experience Series 6 & 63 Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others

Job Type:

Full-time Pay:

$40,000.00 – $45,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Referral program Vision insurance

Work Location:

In person