Director of Financial Planning

Northwestern Mutual • Minnetonka, MN

1d • Onsite

About The Position

Vertex Capital Planning is a wealth management firm committed to treating clients like family, ensuring they can face the future with foresight and peace of mind. We create clarity for our clients to live generous and experiential lives. Our clients are families, business owners, and leaders. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences, and services for a lifetime of financial security.

Requirements

• Minimum 5 years of strategic financial planning experience.
• Active Series 7, and Series 63 registrations, or equivalent required.
• Bachelor’s degree in finance or related field, preferred.
• Active Minnesota Life, Accident, and Health Insurance license preferred.
• CFP, ChFC, or RICP preferred.
• Possesses a growth mindset and is receptive to guidance and coaching from team members and leadership.
• High sense of urgency, attention to detail, and exceptional organizational skills.
• Excellent oral and written communication skills.
• Task-minded with the ability to follow through and execute in a timely manner.
• High degree of initiative and autonomy.
• Demonstrates ability to maintain effective working relationships within the firm and its clients.

Nice To Haves

• Bachelor’s degree in finance or related field.
• Active Minnesota Life, Accident, and Health Insurance license.
• CFP, ChFC, or RICP.

Responsibilities

• Create detailed financial proposals using personal planning software while taking client’s insurance, retirement, education, investment, and estate needs into consideration.
• Communicate directly with clients to obtain relevant data points needed to curate custom plans.
• Partner with team leaders to identify opportunities in client financial plans and strategize ways to optimize and improve client strategies.
• Manage client communication including correspondence, notes, files, and maintaining compliant client records.
• Keep up to date on federal regulations, software system enhancements, new products, and compliance changes/opportunities.
• Participate in learning opportunities to deliver on and exceed client expectations in our planning approach.

What This Job Offers

• Job Type: Full-time
• Career Level: Director