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Financial Planning Associates Jobs (NOW HIRING)

Stifel

Financial Planning Specialist

Saint Louis, MO · On-site

This position may thoroughly review financial plans created by some department associates and present completed financial plans to clients and prospects. The Financial Planning Specialist assists ...

Stifel

Financial Planning Specialist

Saint Louis, MO · On-site

This position may thoroughly review financial plans created by some department associates and present completed financial plans to clients and prospects. The Financial Planning Specialist assists ...

Stifel

Financial Planning Specialist

Saint Louis, MO · On-site

This position may thoroughly review financial plans created by some department associates and present completed financial plans to clients and prospects. The Financial Planning Specialist assists ...

Professional Planning Associates

Be Seen First

Financial Services Manager

Philadelphia, PA · On-site

$65K - $75K/yr

Provide customer service in the areas of insurance, annuities, and investments Company Description Professional Planning Associates has been in the business of providing financial planning services ...

Raymondjames

Financial Planning Associate

Bend, OR

As we evolve, we are seeking a Financial Planning Associate who shares our vision and values. The ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

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Financial Planning Associates information

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$35.5K

$60.6K

$104.5K

How much do financial planning associates jobs pay per year?

As of Sep 11, 2026, the average yearly pay for financial planning associates in the United States is $60,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,500.00 per year, depending on experience, location, and employer.

What are popular job titles related to Financial Planning Associates jobs?

For Financial Planning Associates jobs, the most frequently searched job titles are:

Financial Planning Associate

Manhattan, NY • On-site

Northwestern Mutual
Finance and Insurance • 5 - 10K employees
Learn more about Northwestern Mutualexternal

$70K - $80K/yr

Full-time

Posted 28 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

Job description

About Northwestern Mutual
Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.
Role
The Financial Planning Associate supports the Planning Department by coordinating, preparing, and delivering financial planning analyses, insurance illustrations, and meeting materials for Financial Representatives. Reporting to the Financial Planning Manager, this role manages planning requests, maintains departmental service standards, and helps ensure the timely delivery of accurate, high-quality planning support.
The Financial Planning Associate develops expertise in Northwestern Mutual's planning philosophy, planning systems, and product solutions while serving as a trusted partner to Financial Representatives. As proficiency increases, this individual also provides guidance on planning tools, processes, and best practices to support advisor development and adoption.
Responsibilities
  • Develop and maintain proficiency in Northwestern Mutual's Planning Experience (PX), Next-Generation Illustration System (NGIS), and other planning-related tools and technologies.
  • Apply Northwestern Mutual's planning philosophy and established planning methodologies in support of Financial Representatives and client planning needs.
  • Build and maintain working knowledge of Northwestern Mutual's insurance product portfolio, including appropriate applications and planning strategies.
  • Log, prioritize, manage, and execute planning requests in accordance with departmental service standards.
  • Prepare financial planning analyses, insurance illustrations, and client meeting materials that support Financial Representative recommendations and client conversations.
  • Communicate proactively with Financial Representatives regarding request requirements, project status, turnaround expectations, and completed deliverables.
  • Review submitted planning requests for completeness and accuracy, providing clear, constructive feedback when additional information or corrections are required.
  • Foster strong relationships with Financial Representatives through responsive service, consistent communication, and a solutions-oriented approach.
  • Support Financial Representatives in the effective use of planning systems and tools, including PX and NGIS.
  • Assist with departmental reporting, data analysis, and process improvement initiatives that enhance operational effectiveness and decision-making.
  • Collaborate with Planning Department team members to execute departmental priorities, projects, and strategic initiatives.
  • Support the onboarding, training, and development of future team members as opportunities arise.
  • Upon achieving established proficiency standards, train and coach Financial Representatives on planning tools, systems, and departmental best practices.

Qualifications:
  • Bachelor's degree preferred or equivalent professional experience
    • Experience in financial services, insurance operations, or office management preferred
    • Strong leadership and team management experience
    • Excellent communication skills (written and verbal)
    • Demonstrated organizational and time management skills with ability to prioritize and multitask
    • High attention to detail and accuracy in a fast-paced environment
    • Ability to proactively identify needs and implement solutions

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Northwestern Mutual logo

About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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