Financial Planning Associate

Bring your planning expertise to a role built around delivering long-term financial security for clients. This in-person position in the Northwestern Mutual – Minneapolis District Office (Minnetonka, MN) supports a structured planning approach that blends risk and investment guidance with thoughtful, compliant client communication. You will work with personal planning software and AI tools including Copilot Premium and Writer, while partnering with team leaders to strengthen client strategies.

Location: 601 Carlson Parkway Suite 300, Minnetonka, MN 55305
Schedule: In-person hours between 8:00 AM – 4:00 PM
Pay: $70,000.00 - $90,000.00 per year

What you’ll do

• Develop detailed financial proposals using personal planning software, incorporating client insurance, retirement, education, investment, and estate needs.
• Work directly with clients to gather the data needed to build customized plans.
• Partner with team leaders to identify opportunities within client financial plans and support optimization of client strategies.
• Use AI tools, including Copilot Premium and Writer, to help build financial plans.
• Manage client communication by maintaining correspondence, notes, files, and compliant client records.
• Stay current on federal regulations, software enhancements, new products, and compliance changes or opportunities.
• Participate in learning opportunities to help deliver and exceed client expectations in the planning approach.

What you bring

• Bachelor’s degree in finance or a related field (preferred).
• Minimum 5 years of strategic financial planning experience.
• Active Series 7 and Series 63 registrations (or equivalent required).
• Active Minnesota Life, Accident, and Health Insurance license (preferred).
• Coachability with a growth mindset and openness to guidance from team members and leadership.
• High sense of urgency, attention to detail, and strong organizational skills.
• Excellent oral and written communication skills.
• Ability to follow through and execute tasks on time.
• High degree of initiative and autonomy.
• Ability to maintain effective working relationships with both clients and within the firm.

Tools you’ll use

• Copilot Premium
• Writer
• Personal planning software

Benefits

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Application question: Are you willing to commute to the Minnetonka office five days per week?