Financial Planning Specialist

Northwestern Mutual

Financial Planning Specialist at a wealth management firm supporting clients with comprehensive financial planning. Collaborating closely with the Wealth Management Advisor and internal teams to enhance client relationships.

Posted 4/29/2026full-timeMinneapolis • Minnesota • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Create detailed and comprehensive financial planning proposals incorporating insurance, retirement, education, and investment strategies
Input, organize, and maintain accurate client data
Run scenario analyses, including retirement, tax, cash flow, and insurance planning
Serve as a strategic partner to the Wealth Management Advisor in developing client solutions and recommendations
Manage client communications, including correspondence, documentation, and compliant recordkeeping
Prepare materials for new and existing client meetings
Collaborate closely with the Wealth Management Advisor and other team members to support ongoing client relationships
Stay current on software enhancements, new products, and compliance updates
Maintain a high level of professionalism while handling confidential and sensitive information
Participate in ongoing learning, development, and training opportunities

Requirements

What you’ll need

Bachelor’s degree required
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)
Client Relationship Management (CRM) system experience preferred

Benefits

Comp & perks

Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningscenario analysistax planningcash flow analysisinsurance planninginvestment strategiesdata organizationrecordkeeping

Soft Skills

client communicationcollaborationprofessionalismstrategic partnershipattention to detail

Certifications

Bachelor's degreeMinnesota Life, Accident, and Health (LAH) Insurance licenseSIE registrationSeries 6 registrationSeries 63 registration