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Insurance Financial Planning Jobs (NOW HIRING)

Hantz Group

Financial Planning Assistant

Davison, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... Market for property/casualty insurance service opportunities * Assist advisors with client services

Hantz Group

Financial Planning Assistant

Ann Arbor, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... Market for property/casualty insurance service opportunities * Assist advisors with client services

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Insurance Financial Planning information

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$35.5K

$60.6K

$104.5K

How much do insurance financial planning jobs pay per year?

As of Jun 7, 2026, the average yearly pay for insurance financial planning 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 is the difference between Insurance Financial Planning vs Insurance Underwriting?

AspectInsurance Financial PlanningInsurance Underwriting
Required CredentialsCertifications like CFP, CLU, or ChFC often preferredLicenses such as state insurance licenses, actuarial credentials
Work EnvironmentFinancial advisory firms, insurance agencies, or independent practiceInsurance companies, underwriting departments, or risk assessment teams
Industry UsageUsed to develop financial plans incorporating insurance productsUsed to evaluate and assess insurance applications and risks

Insurance Financial Planning focuses on creating comprehensive financial strategies that include insurance products, while Insurance Underwriting involves assessing risks and determining policy terms. Both roles require specific credentials and are integral to the insurance industry, but they serve different functions within the insurance process.

What cities are hiring for Insurance Financial Planning jobs? Cities with the most Insurance Financial Planning job openings:
What states have the most Insurance Financial Planning jobs? States with the most job openings for Insurance Financial Planning jobs include:
Infographic showing various Insurance Financial Planning job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 78% Full Time, 7% Part Time, and 14% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.
Director of Financial Planning

Director of Financial Planning

Northwestern Mutual

Minnetonka, MN • On-site

$90K - $120K/yr

Full-time

Posted 19 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

145th of 260 rated insurance

Job description

About Vertex Capital Planning
At Vertex Capital Planning, our commitment is to treat our clients as family, ensuring they can face the future with foresight and peace of mind. As a wealth management firm, we create clarity for our clients to live generous and experiential lives. Our clients are families, business owners and leaders. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences and services for a lifetime of financial security.
Position Details
The Director of Financial Planning is responsible for delivering financial security to clients through a comprehensive planning process, integrating risk and investment products in alignment with Vertex Capital Planning's philosophy and the specific goals of our clients. The Director of Planning has a high degree of analytical skills while being able to communicate effectively with clients and colleagues regarding the topics of investments, insurance, financial and tax planning strategies for various client situations. This position is located in the Northwestern Mutual - Minneapolis District Office at 601 Carlson Parkway Suite 300 Minnetonka, MN 55305, with in-person hours between 8:00 AM - 4:00 PM.
Responsibilities include but are not limited to:
  • Create detailed financial proposals using personal planning software while taking client's insurance, retirement, education, investment, and estate needs into consideration.
  • Communicate directly with clients to obtain relevant data points needed to curate custom plans
  • Partner with team leaders to identify opportunities in client financial plans and strategize ways to optimize and improve client strategies
  • Manage client communication including correspondence, notes, files, and maintaining compliant client records
  • Keep up to date on federal regulations, software system enhancements, new products, and compliance changes/opportunities
  • Participate in learning opportunities to deliver on and exceed client expectations in our planning approach

Qualifications:
  • Bachelor's degree in finance or 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
  • CFP, ChFC, or RICP preferred
  • The role title will be reflected as the Director of Planning until an AWMA contract has been approved

Performance Skills:
  • Coachability: possesses a growth mindset and is receptive to guidance and coaching from team members and leadership
  • High sense of urgency, attention to detail, and exceptional organizational skills
  • Excellent oral and written communication skills
  • Task-minded with the ability to follow through and execute in a timely manner
  • High degree of initiative and autonomy
  • Demonstrates ability to maintain effective working relationships within the firm and its clients

Brady Lindemann uses Vertex Capital Planning as a marketing name for doing business as a representative of Northwestern Mutual. Vertex Capital Planning is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Brady Paul Lindemann is an Insurance Agent of NM. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

What Northwestern Mutual employees say

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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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