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Strategic Wealth Planning Director
Job in
Minnetonka, Hennepin County, Minnesota, 55345, USA
Listed on 2026-08-30
Listing for:
Northwestern Mutual
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Vertex Capital Planning, operating in conjunction with Northwestern Mutual, is seeking a Director of Financial Planning to deliver comprehensive financial strategies by integrating risk, investment, insurance, and tax planning aligned with client goals. This in-person role is located at the Northwestern Mutual - Minneapolis District Office in Minnetonka, MN 55305, with hours 8:00 AM - 4:00 PM.
The candidate will lead detailed proposals, coordinate with team members, stay current on regulations
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