Strategic Financial Planner & Client Partner
northwestern mutualMinneapolis (MN)
Strategic Financial Planner & Client Partner
Posted yesterday
northwestern mutualMinneapolis (MN)
SENIORITY
Senior
About the role
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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.