Financial Planning Associate

Northwestern Mutual is hiring a full-time Financial Planning Associate in Portage, MI (onsite), offering USD 40,000 - 60,000 per year to support financial representatives through a comprehensive planning process that blends risk management and investment products.

Responsibilities

• Maintain compliant electronic client and complaint files, and enter factfinder data and case notes into the CRM system.
• Oversee underwriting end-to-end, from application submission to policy in force.
• Coordinate medical exams and monitor the Daily Status Report to act on cases in underwriting.
• Develop product knowledge, planning skills, and sales capabilities through structured training and mentorship.
• Hold weekly one-on-one meetings with assigned Financial Representatives.
• Produce client prospecting lists and cross-sell analytics.
• Partner with Home Office Financial Planning Services.
• Provide a high-quality client experience through responsiveness, professionalism, and consistent follow-through.
• Other duties as assigned.

Requirements

• Active licensing or eligibility to obtain LAH, SIE, Series 7, and Series 63.
• Bachelor's Degree (preferred) or equivalent professional experience.
• 1-3 years of experience in financial services, sales, or client-facing roles.
• Strong interpersonal, organizational, and communication skills.
• Proactive in anticipating needs and identifying opportunities for improvement.
• Detail-oriented, collaborative, and coachable.
• Solid technological proficiency.
• Ability to balance multiple priorities in a fast-paced environment.
• Manage a high-volume workload.

Benefits

• Health, vision, and dental insurance coverage.
• Retirement plan.
• Paid time off.
• Health Savings Account.
• Life insurance.
• 401(k) plan with company matching.