Finance Jobs in Portage, MI

1 job found

Include remote jobs

1mo ago

Financial Planning Associate

Northwestern Mutual Portage, MI

Portage, MI

1mo ago Closed

$40k - $60k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jul 20, 2026).

Job Description

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.

View full job page →

Get Finance Jobs in Portage, MI alerts

New Finance Jobs in Portage, MI, daily.