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Wealth Planning Analyst; CFP Track – On-Site Vernon Hills

Job in Vernon Hills, Lake County, Illinois, 60061, USA
Listing for: Northwestern Mutual - Greater Chicago
Full Time position
Listed on 2026-07-16
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Analyst, Wealth Management
Salary/Wage Range or Industry Benchmark: 65000 - 85000 USD Yearly USD 65000.00 85000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Analyst (CFP Track) – On-Site Vernon Hills

Northwestern Mutual - Greater Chicago in Vernon Hills, IL is seeking a Financial Planning Analyst/Associate to support the advisory team behind the scenes. This on-site, full-time role focuses on analytical wealth planning rather than client acquisition, aligning with a CFP pathway for the candidate.

The position requires 3+ years in wealth management or financial planning, CFP consideration, and strong skills in portfolio analysis, retirement planning, and financial modeling.

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