Wealth Planning Associate — Client Growth & Strategy

Northwestern Mutual

Golden Valley (MN)

On-site

USD 70,000 - 110,000

Full time

9 days ago

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Job summary

Northwestern Mutual - Docklight Financial in Minnesota seeks a detail-oriented financial planning professional to manage high-volume client meetings and prepare comprehensive plans. You will assist onboarding, monitor portfolios, and help grow the firm by identifying new opportunities and clients.

The role requires a 2–3 year background in financial planning, relevant licenses (Series 7 & 63, life/health), and a Bachelor's in business/finance.

Qualifications

2–3 years of financial planning experience (Northwestern Mutual & advisory sales experience preferred).
Bachelor’s degree in business, finance and/or related industry experience.
Advisory services and broker/dealer experience with knowledge of markets, products, platforms, and services.
CFP, ChFC, CLU, WMCP, RICP designation encouraged or pursued.
Strong organizational and time management skills with the ability to set priorities and meet deadlines.
Ability to coach and communicate highly complex planning strategies effectively to clients.

Responsibilities

Architect financial plans, agendas and recommendations
Prepare and design case prep for financial planning meetings
Work collaboratively as a team on strategic planning for clients
Attend client meetings jointly
Assist in growth of firm and client acquisition including taking the lead on certain client segment base overtime
Assist with direct and indirect marketing efforts
Engage in 401k book of business and servicing 401k and employee enrollments
Monitor multiple systems to ensure compliant, service-oriented client experience
Maintain proper client file documentation and stay compliant with regulations