Financial Planning Associate jobs in United States
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Northwestern Mutual · 9 hours ago

Financial Planning Associate

positionAlexandria, MN
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Northwestern Mutual is a financial services company, and they are seeking a Financial Planning Associate to specialize in client service and support financial advisors. The role involves preparing investment paperwork, creating comprehensive financial plans, and assisting in building client relationships.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote
Hiring Manager
Regan Mendel
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Responsibilities

Prepare, complete and submit investment paperwork with a high degree of accuracy
Onboard investment accounts from start to finish, providing a high level of service to clients; this includes frequent communication and maintaining a positive experience for clients
Prepare comprehensive financial plans using client-specific recommendations and pre-set templates
Monitor Items for Attention and run various investment reports to maximize client service
Multitask to work with a variety of investment accounts at one time
Work with network office, NMIS and fund families to resolve client account issues
Prepare asset allocations analysis and investment analysis reports
Implement and uphold compliance best practices by preparing annual reviews, reallocating and rebalancing accounts, implementing recommendations and performing account maintenance as necessary
Perform analysis of client’s investment portfolios, making recommendations with regard to fund selection, investment amount, risk tolerance and time horizon

Qualification

Minnesota State insurance licenseSeries 7 licenseSeries 63 licenseBachelor’s degree in FinanceProficient in MS OfficeMultitaskDesire for further educationAttention to detailCommunication skillsCustomer focus

Required

Bachelor's degree (Finance, Business or related field) or equivalent work experience
Minnesota State insurance license or ability to obtain within 90 days
Series 7 and Series 63 license, or ability to obtain within the first year of employment
Strong attention to detail
Excellent oral and written communication skills
Ability to work closely with team members and clients to ensure timely delivery of proposals and implementation
Strong customer focus and excellent listening skills
Ability to work in a fast-paced environment and manage multiple tasks at once
Proficient in MS Office (Excel, Word, PowerPoint)
Desire to further education and credentials

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
dateFounded in 1857
location
Milwaukee, Wisconsin, USA
people-size5001-10000 employees
web-link
https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Recent News

PR Newswire
Northwestern Mutual tops industry in Financial Soundness, Quality of Products and Services, Long-Term Investment Value and more on FORTUNE's latest list of the "World's Most Admired" Companies
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Where Northwestern Mutual has outgrown a 150-person office
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Northwestern Mutual relocating 150-person Mendota Heights office to Bloomington for growth
2026-01-17
Company data provided by crunchbase