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Strategic Financial Planner & Client Partner

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: Northwestern Mutual
Full Time position
Listed on 2026-05-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Northwestern Mutual is seeking a Financial Planning Specialist to support client relationships by managing financial planning proposals. This position requires a Bachelor's degree and at least 2 years of financial planning experience. Key responsibilities include maintaining accurate client data, running scenario analyses, and collaborating with the Wealth Management Advisor. The ideal candidate will have a Minnesota LAH Insurance license and strong communication skills, along with a commitment to professional development.
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