Integrated Financial Planning Pro - Flexible & Growth

Northwestern Mutual; Houston (TX); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Medical coverage

401(k) with employer match

Annual discretionary bonus

Paid time off

Licensing & professional development

Flexible work arrangements

Job summary

Northwestern Mutual Houston is seeking a full-time Integrated Financial Planning Associate to support advisors with risk, investment, financial planning, and operations. The role emphasizes accuracy, collaboration with underwriting and Home Office, and timely client service.

You will contribute to creating financial plans, processing applications, and ensuring compliance while helping advisors grow client relationships and production.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience.
• Experience in financial planning support, investment operations, insurance operations, advisor support, or related financial-services role.

Responsibilities

• Create risk-production illustrations for life, disability income, and long-term care insurance.
• Prepare feed lists to support advisor proactive client outreach.
• Schedule medical examinations and manage applications with high reliability.
• Open and maintain investment accounts, facilitate money movement, and execute trades.

Job description

Northwestern Mutual Houston is seeking a full-time Integrated Financial Planning Associate to support advisors with risk, investment, financial planning, and operations. The role emphasizes accuracy, collaboration with underwriting and Home Office, and timely client service.

You will contribute to creating financial plans, processing applications, and ensuring compliance while helping advisors grow client relationships and production.