Associate Financial Representative

Northwestern Mutual

Associate Financial Representative at Nordvest Wealth Advisory supporting financial planning strategies through client relationship management and financial plan implementation.

Posted 5/29/2026full-timeMinnetonka • Minnesota • 🇺🇸 United StatesJuniorMid-Level💰 $50,000 - $58,000 per yearWebsite

About the role

Key responsibilities & impact

Financial Plan Creation - Utilize financial planning software to assist in creating financial plans for clients.
Cash Flow Management - Monitor and manage cash flow to and from accounts with a focus on maximizing tax efficiency.
Portfolio Management - Conduct investment portfolio tax analysis, design, and rebalancing of portfolios.
Implementation and Review - Oversee implementation and review of financial plans and portfolio management.
Workflow Management - Accurate completion of all investment account paperwork, tracking onboarding processes, and ensuring timely client communication.
Trade Execution - Place trades and manage investment paperwork and transactions.
Client Education - Advise clients on holistic strategies with an emphasis on tax efficiency, risk management, and sustainable lifetime income.
Strategic Partnership - Collaborate with the Wealth Management Advisor on client solutions and recommendations to support client relationships
Client Communication - Manage correspondence, notes, files, and maintain compliant client records.
Meeting and Case Preparation - Prepare materials for new and existing client meetings, update client recommendation documents (agenda and executive summary), and identify opportunities for improvement.
Data Gathering - Collect essential client data and prepare comprehensive financial plans.
Event Support - Execute client engagement opportunities in partnership with the Marketing Team.
Manage Digital Presence – Update Nordvest Wealth Advisory website, leverage and maintain e-marketing, and maximize social media presence.
Professional Development - Stay up to date on software system enhancements, new products, and compliance changes/opportunities; and participate in continuous learning and development activities.

Requirements

What you’ll need

Bachelor's degree preferred
Minnesota Life, Accident, and Health insurance licenses required before starting
SIE, Series 7 & 63 within 12 months of starting.

Benefits

Comp & perks

Competitive benefits package includes PTO, medical, dental, vision, and 401(k) match.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial planningcash flow managementportfolio managementtrade executiondata gatheringtax efficiencyrisk managementclient educationinvestment analysisworkflow management

Soft Skills

client communicationstrategic partnershipprofessional developmentcollaborationorganizationattention to detailproblem-solvingtime managementadaptabilityinterpersonal skills

Certifications

Bachelor's degreeMinnesota Life insurance licenseMinnesota Accident insurance licenseMinnesota Health insurance licenseSIESeries 7Series 63