Strategic Financial Planner & Client Partner

Northwestern Mutual; Minneapolis (MN); On-site; USD 60,000 - 80,000; Full time

Job summary

Northwestern Mutual is seeking a Financial Planning Specialist to support client relationships by managing financial planning proposals. This position requires a Bachelor's degree and at least 2 years of financial planning experience. Key responsibilities include maintaining accurate client data, running scenario analyses, and collaborating with the Wealth Management Advisor. The ideal candidate will have a Minnesota LAH Insurance license and strong communication skills, along with a commitment to professional development.

Qualifications

• 2+ years of financial planning or paraplanning experience required.
• Active Minnesota Life, Accident, and Health (LAH) Insurance license.
• Active SIE, Series 6, and Series 63 registrations (or equivalent).

Responsibilities

• Create detailed financial planning proposals.
• Input, organize, and maintain accurate client data.
• Run scenario analyses including retirement and tax planning.
• Serve as a strategic partner to the Wealth Management Advisor.
• Manage client communications and documentation.
• Prepare materials for client meetings.

Skills

High sense of urgency

Attention to detail

Excellent communication skills

Organizational skills

Initiative

Education

Bachelor's degree

Tools

Client Relationship Management (CRM) system

Job description

Northwestern Mutual is seeking a Financial Planning Specialist to support client relationships by managing financial planning proposals. This position requires a Bachelor's degree and at least 2 years of financial planning experience. Key responsibilities include maintaining accurate client data, running scenario analyses, and collaborating with the Wealth Management Advisor. The ideal candidate will have a Minnesota LAH Insurance license and strong communication skills, along with a commitment to professional development.