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Financial Planning Assistant — Detail-Oriented
Job in
Edina, Hennepin County, Minnesota, USA
Listed on 2026-04-29
Listing for:
Northwestern Mutual
Full Time
position Listed on 2026-04-29
Job specializations:
-
Finance & Banking
Financial Consultant, Finance Assistant
Job Description & How to Apply Below
A financial services firm in Edina, MN is seeking a detail-oriented Planning Assistant to support financial planning functions. The role involves preparing materials for client meetings, organizing data, and ensuring accuracy in financial planning processes. Minimum qualifications include a Bachelor’s degree in finance or business, and strong organizational skills. The position offers a salary range of $60,, along with a comprehensive benefits package.
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