Financial Planning Analyst

As a wealth management firm, we specialize in helping our clients remove themselves from the craziness of life for a moment to put together a strategic and comprehensive plan of action that works behind the scenes, establishes a feeling of financial security, and allows them to get back to spending their time on what matters most in life. Our team is committed to helping our clients whether they are concerned for their own financial needs or those of their family or business.  

The Financial Planning Analyst plays a critical role that performs a variety of client service 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 Analyst will partner closely with the Wealth Management Advisor and others on the team to foster and develop impactful, enduring client relationships. This is an ideal position for someone with a passion for personal finance, who 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.

Responsibilities include but are not limited to:  
 

• Manage client communication including correspondence, notes, files, and maintain compliant client records 


• Prepare materials for new and existing client meetings


• Gather essential client data and prepare comprehensive financial plans


• Be a strategic partner to the Wealth Management Advisor on client solutions and recommendations

• Partner closely with the Wealth Management Advisor and other team members to support ongoing client relationships

• Keep up to date on software system enhancements, new products and compliance changes/opportunities  


• Maintain a high level of professionalism while handling confidential and sensitive information


• Participate in learning opportunities  

Qualifications: 

• Bachelor’s degree required
  
  
  
  • Degree in finance preferred
  
  
  
  


• 1-2 years of financial planning experience preferred


• Client Resource Management experience preferred
   

 Performance Skills: 

• 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 

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), and Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC. To view detailed disclosures regarding individual representatives, view their information at https://www.northwesternmutual.com/financial/advisor/joshua-t-howard/