Strategic Director of Financial Planning

Northwestern Mutual; Minnetonka (MN); On-site; USD 120,000 - 180,000; Full time

Job summary

Northwestern Mutual Minneapolis District Office seeks a Director of Financial Planning to deliver comprehensive planning for clients by integrating risk and investment products with a clear client strategy.

The role emphasizes analytical communication, regulatory awareness, and ongoing professional development within Vertex Capital Planning’s framework as represented by Northwestern Mutual.

Qualifications

• Bachelor's degree in finance or related field.
• 5+ years of strategic financial planning experience.
• Active Series 7 and Series 63 registrations, or equivalent.
• Active Minnesota Life, Accident, and Health Insurance license preferred.
• CFP, ChFC, or RICP preferred.

Responsibilities

• Create detailed financial proposals using planning software, considering insurance, retirement, education, investment, and estate needs.
• Communicate with clients to gather data points needed for custom plans.
• Partner with team leaders to identify opportunities and optimize client strategies.
• Manage client communications, notes, files, and compliant records.
• Stay updated on federal regulations, software enhancements, new products, and compliance changes.
• Participate in learning opportunities to exceed client expectations.

Skills

Financial planning

Client communication

Team collaboration

Regulatory awareness

Series 7/63

Minnesota licensing

Education

Bachelor's in finance

Tools

Planning software

Job description

Northwestern Mutual Minneapolis District Office seeks a Director of Financial Planning to deliver comprehensive planning for clients by integrating risk and investment products with a clear client strategy.

The role emphasizes analytical communication, regulatory awareness, and ongoing professional development within Vertex Capital Planning’s framework as represented by Northwestern Mutual.