Private Wealth Planning Associate

Northwestern Mutual Group; Indianapolis (IN); On-site; USD 85,000 - 110,000; Full time

Job summary

Wise Financial in Indianapolis, IN is seeking an Associate Advisor to manage existing client relationships and develop comprehensive financial plans in partnership with Private Wealth Advisors. The role emphasizes client meetings, planning implementation, and collaboration with investment professionals to align portfolios with client objectives.

The position requires wealth management experience, Series 7/65/66 licenses, and CFP-dependent credentials are preferred.

Qualifications

• Bachelor's degree and securities licenses required; CFP preferred.
• Proficiency with financial planning software and MS Office.
• Strong interpersonal and communication skills for high-net-worth clients.

Responsibilities

• Manage existing client relationships and participate in client meetings.
• Develop and implement comprehensive financial plans across investments, retirement, estate and tax planning.
• Coordinate with CPAs, attorneys, and outside professionals as appropriate.
• Ensure planning recommendations are completed and updated as client circumstances change.
• Collaborate with Lead Advisors and investment teams to align portfolios with client goals.

Skills

Interpersonal skills

Communication skills

Teamwork

Prioritization

Relationship building

Client service

Education

Bachelor's degree in Finance, Economics, Business, or related field

Series 7, 65, and/or 66 securities licenses

CFP certification or similar advanced designation preferred

Tools

Microsoft Office Suite

Financial planning software

Job description

Wise Financial in Indianapolis, IN is seeking an Associate Advisor to manage existing client relationships and develop comprehensive financial plans in partnership with Private Wealth Advisors. The role emphasizes client meetings, planning implementation, and collaboration with investment professionals to align portfolios with client objectives.

The position requires wealth management experience, Series 7/65/66 licenses, and CFP-dependent credentials are preferred.