Wealth Planning Analyst

Northwestern Mutual Group; Edina (MN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with match

Disability insurance

PTO & Holidays

Job summary

Itasca Wealth Advisors, operating as a representative of Northwestern Mutual, seeks a Financial Planning Analyst to develop and maintain client financial plans. The role analyzes cash flow, retirement readiness, taxes, and estate planning while supporting advisors with actionable recommendations.

The position emphasizes collaboration across planning, investment, insurance, and banking resources to deliver client-centric solutions and continuous improvements to planning deliverables.

Qualifications

• Bachelor’s degree in finance, economics, accounting, business, or related field.
• 3–5 years of experience in financial planning or wealth management.
• Strong analytical and communication skills.
• Attention to detail and organizational abilities.
• Working knowledge of financial planning concepts.

Responsibilities

• Prepare and maintain comprehensive financial plans using planning software.
• Analyze client financial information: cash flow, retirement, taxes, estate planning.
• Develop planning scenarios and projections to evaluate decisions.
• Support advisors with planning recommendations and client materials.
• Collaborate with advisors and other team members to implement recommendations.
• Coordinate with CPAs, estate planning attorneys, and insurance specialists as needed.

Skills

Analytical thinking

Communication skills

Attention to detail

Problem solving

Education

Bachelor's degree in finance/economics/accounting/business

CFP certification (preferred)

FINRA Series 6/63/7 registrations (preferred)

Job description

Itasca Wealth Advisors, operating as a representative of Northwestern Mutual, seeks a Financial Planning Analyst to develop and maintain client financial plans. The role analyzes cash flow, retirement readiness, taxes, and estate planning while supporting advisors with actionable recommendations.

The position emphasizes collaboration across planning, investment, insurance, and banking resources to deliver client-centric solutions and continuous improvements to planning deliverables.