Financial Planning Analyst

KRM Generational Wealth Advisors, a premier Northwestern Mutual Private Client Group practice, is expanding and currently seeking a detail-oriented, process-driven Financial Planning Analyst. Our team supports clients through every stage and transition in life, and we are committed to delivering an exceptional experience rooted in trust, integrity, and professionalism.

The Financial Planning Analyst plays a critical role in supporting KRM’s advisors by preparing financial plans, conducting research, and ensuring that client meetings are productive, informed, and focused on delivering value. This role is ideal for a detail-oriented, analytical professional who enjoys problem-solving and contributing to a high-functioning advisory team.

Key job duties

• Collaborate with advisors to prepare for client meetings by creating comprehensive financial planning reports and summaries.


• Prepare and modify financial plans for new and existing clients in PX planning software.


• Interpret plan outputs and summarize findings for advisors to present in client-facing conversations.


• Conduct research and run plan scenarios on retirement planning, investment planning, tax strategies, education funding, insurance needs, and estate planning.


• Review, prepare and update client information as needed for client review meetings.


• Support plan updates and track progress on open items related to financial planning recommendations.


• Stay up to date and informed on industry changes, attending webinars or classes as needed to stay current on current market conditions.


• Support client enrollment in Retirement Distribution Accounts and Disbursal Services initiatives.


• Assist with investment proposals and model updates where applicable.


• Assist with insurance illustrations and risk product updates where applicable


• Maintain a high level of organization, accuracy, and confidentiality.


• Collaborate with investment operations and service teams to ensure a seamless client experience.

Qualifications

• Bachelor’s degree or equivalent work experience in a related field


• Active SIE, Series 63, and Series 6 required; Series 7 preferred


• MN Life, Accident & Health insurance license preferred


• Additional credentials such as CFP®, WMCP®, RICP®, CFA®, are a plus


• Familiarity with financial planning software and servicing tools


• Experience in investment operations, with working knowledge of systems like ENV2 and NetX360 (or a willingness to learn quickly) is a plus

Compensation and Benefits

This is a full-time, salaried position based in our Edina, MN office. Salary range is $75,000-100,000, commensurate with experience and licensure. A comprehensive benefits package is included as part of the total compensation package.

KRM Generational Wealth Advisors is a marketing name for doing business as representatives of Northwestern Mutual. KRM Generational Wealth Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.