Northwestern Mutual

Financial Planning Analyst

Northwestern Mutual

full-time

Posted on:

Location Type: Hybrid

Location: Minneapolis • Minnesota • United States

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About the role

  • Manage client communication including correspondence, notes, files, and maintain compliant client records
  • Prepare materials for new and existing client meetings
  • Gather essential client data and prepare comprehensive financial plans
  • Be a strategic partner to the Wealth Management Advisor on client solutions and recommendations
  • Partner closely with the Wealth Management Advisor and other team members to support ongoing client relationships
  • Keep up to date on software system enhancements, new products and compliance changes/opportunities
  • Maintain a high level of professionalism while handling confidential and sensitive information
  • Participate in learning opportunities

Requirements

  • Bachelor’s degree required
  • Degree in finance preferred
  • 1-2 years of financial planning experience preferred
  • Client Resource Management experience preferred
Benefits
  • Paid time off
  • Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningclient resource management
Soft skills
client communicationprofessionalismstrategic partnershipteam collaboration
Certifications
Bachelor’s degreedegree in finance