Wealth Planning Analyst Client Impact
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-02-28
Listing for:
Northwestern Mutual
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Accounting & Finance
Job Description & How to Apply Below
A leading financial services company is looking for an experienced financial planning professional in the United States, specifically in Wisconsin. The ideal candidate will analyze financial documents, develop comprehensive financial plans, and assist high-net-worth clients. A bachelor's degree in finance or a related field is required, along with a minimum of five years of financial planning experience.
This role offers competitive salary potential and a supportive, client-focused team environment.
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