Financial Planning Specialist

Northwestern Mutual•Minneapolis, MN

4d•Onsite

About The Position

As a wealth management firm, we help clients step away from the noise and complexity of daily life to develop thoughtful, strategic financial plans that work quietly behind the scenes. Our comprehensive approach helps to establish confidence and financial security so our clients can focus their time and energy on what matters most. Whether supporting individuals, families, or business owners, our team is deeply committed to delivering exceptional service and long‑term guidance. The Financial Planning Specialist plays a critical role by performing a variety of client service and financial planning functions. They serve as the primary link between our internal departments, corporate office, and the Wealth Management Advisor to support the clients we serve. The Financial Planning Specialist will partner closely with the Wealth Management Advisor and others on the team to support fostering and developing impactful, enduring client relationships. This is an ideal position for someone with a passion for personal finance, is self-motivated, and has a strong work ethic. This position is located in the Northwestern Mutual – Minneapolis District Office, located at 225 S 6th St, Minneapolis, MN 55402.

Requirements

Bachelor’s degree required
2+ years of financial planning or paraplanning experience required
Active Minnesota Life, Accident, and Health (LAH) Insurance license
Active SIE, Series 6, and Series 63 registrations (or equivalent)
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
Demonstrated ability to maintain effective working relationships within the firm and its clients

Nice To Haves

Client Relationship Management (CRM) system experience preferred

Responsibilities

Create detailed and comprehensive financial planning proposals incorporating insurance, retirement, education, and investment strategies
Input, organize, and maintain accurate client data
Run scenario analyses, including retirement, tax, cash flow, and insurance planning
Serve as a strategic partner to the Wealth Management Advisor in developing client solutions and recommendations
Manage client communications, including correspondence, documentation, and compliant recordkeeping
Prepare materials for new and existing client meetings
Collaborate closely with the Wealth Management Advisor and other team members to support ongoing client relationships
Stay current on software enhancements, new products, and compliance updates
Maintain a high level of professionalism while handling confidential and sensitive information
Participate in ongoing learning, development, and training opportunities