Financial Planning Analyst

Northwestern Mutual; BLOOMINGTON (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

Baune Financial is seeking a Financial Planning Specialist to support Advisors, prepare comprehensive plans, and engage clients in ongoing financial strategies. The role emphasizes collaboration, accuracy, and confidentiality while contributing to team growth and learning.

The ideal candidate has a business/finance background, is pursuing CFP designation, and commits to required licenses within stated timelines.

Qualifications

• Bachelor’s degree in business, finance, or related field.
• Health and Life licensed or gained within 6 months of employment
• FINRA registrations (SIE and Series 7 within 3 months employment)
• Northwestern Mutual licensing as an Associate Wealth Management Advisor within 9 months of employment
• Certified Financial Planner designation or actively pursuing
• Strong analytical and problem-solving skills with attention to detail, accuracy, and reliability
• Strong written and verbal communication
• Ability to work well with others
• Strong organizational and time management skills including prioritization and the ability to meet deadlines
• Ability to thrive in a fast-paced environment
• High level and understanding of client confidentiality

Responsibilities

• Attend meetings with clients and support Advisors with preparation and actions.
• Assist Advisors by attending meetings with existing clients and ensuring post-meeting actions.
• Assist Advisors in presenting new or updated financial plans based on client needs.
• Review financial documents with the Director of Financial Planning and discuss planning approach.
• Leverage planning tools to create and update financial plans for prospects and clients.
• Create supporting documents aligned with the financial plan.
• Meet with Advisors prior to planning meetings with clients.
• Stay current on financial planning trends, tools, and regulations.
• Contribute and lead special projects focused on marketing and client engagement

Skills

Analytical skills

Communication skills

Teamwork

Time management

Education

Bachelor’s degree in business, finance, or related field

Job description

At Baune Financial, we are focused on helping clients discover a clear vision for their future and achieve confidence in their financial lives. Charting a client’s course begins by developing a personalized, comprehensive financial plan. We believe financial planning is at the core of everything we do to support and guide our clients. As a Financial Planning Specialist, you will have an opportunity to serve, support, and impact the lives of many clients. We are a rapidly growing team with a pursuit of excellence and focus on continuous learning.

Responsibilities

Client Interactions

• Ensure the appropriate financial planning activities are completed before and after each client meeting
• Provide support to Advisors by attending meetings with existing clients and ensuring the appropriate case preparation and post-meeting actions are taken
• Support the Advisor’s presentation to clients with new or updated financial plans based on the client’s unique and changing needs

Financial Planning

• Work with the Director of Financial Planning to review financial documents provided by clients and discuss planning approach
• Leverage planning tools to create and update financial plans for prospects and clients
• Create supporting documents, aligned with the financial plan, as needed
• Meet with Advisors, as needed, prior to planning meetings with clients

Collaboration and Development

• Stay current on financial planning trends, tools, and regulations and, when appropriate, share with the team.
• Contribute and lead special projects focused on marketing and client engagement

Qualifications

Required

• Bachelor’s degree with a focus on business, finance, or related field
• Health and Life licensed or gained within 6 months of employment
• Required FINRA registrations (SIE and Series 7 within 3 months employment)
• Required Northwestern Mutual licensing as an Associate Wealth Management Advisor within 9 months of employment
• Certified Financial Planner designation or actively pursuing
• Strong analytical and problem-solving skills with attention to detail, accuracy, and reliability
• Strong written and verbal communication
• Ability to work well with others
• Strong organizational and time management skills including prioritization and the ability to meet deadlines
• Ability to thrive in a fast-paced environment
• High level and understanding of client confidentiality