CFP Associate Wealth Planner – Planning & Implementation

Northwestern Mutual; Irvine (CA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

PTO

CFP continuing education support

Job summary

Cusimano Financial Group Wealth Management & Insurance Solutions at Northwestern Mutual Orange County is seeking an Associate Wealth Advisor to partner with our advisors, build comprehensive financial plans, and drive implementation. This non-sales role focuses on back-end support, planning accuracy, and coordination across three to five advisors.

You will capture client data, prepare plans, and help implement them, coordinating with investment, insurance, tax, and legal teams while maintaining

Qualifications

• CFP certification active and in good standing
• Minimum of 3 years of experience in financial planning or paraplanning
• Strong knowledge across investments, retirement, tax and estate planning
• Understanding of taxes and investment account taxation
• Experience building client financial plans and presenting them clearly
• Proficiency with financial planning software and office suites

Responsibilities

• Gather and analyze each client's full financial picture: income, expenses, investments, retirement accounts, insurance, estate documents, tax returns
• Build comprehensive financial plans covering investments, retirement, tax, insurance, and estate considerations
• Present findings in a clear, polished plan and explain recommendations
• Coordinate with advisors, operations, tax and legal teams, and outside professionals
• Join select client meetings to provide technical planning support when needed
• Capture notes and action items, prepare agendas and follow-up summaries
• Help implement plans from start to finish and track items through completion
• Ensure compliance and keep accurate client files and plan assumptions in the CRM
• Maintain high attention to detail and integrity in all planning documents

Skills

CFP scheduling & coordination

Client communication

Planning expertise

Attention to detail

Education

Bachelor's in finance/economics/business

Tools

eMoney

MoneyGuidePro

RightCapital

MS Office/Google Workspace

Job description

Cusimano Financial Group Wealth Management & Insurance Solutions at Northwestern Mutual Orange County is seeking an Associate Wealth Advisor to partner with our advisors, build comprehensive financial plans, and drive implementation. This non-sales role focuses on back-end support, planning accuracy, and coordination across three to five advisors.

You will capture client data, prepare plans, and help implement them, coordinating with investment, insurance, tax, and legal teams while maintaining