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Material Management Advisor Jobs (NOW HIRING)

Northwestern Mutual

Paraplanning Associate

Minneapolis, MN · On-site

$16.50 - $22/hr

Prepare materials for new and existing client meetings * Collaborate closely with the Wealth Management Advisor and other team members to support ongoing client relationships * Stay current on ...

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Paraplanning Associate

Minneapolis, MN • On-site

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

$60 - $80/hr

Other

Re-posted 23 hours ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

172nd of 315 rated insurance

Job description

As a wealth management firm, we help clients step away from the noise and complexity of daily life to develop thoughtful, strategic financial plans that work quietly behind the scenes. Our comprehensive approach helps to establish confidence and financial security so our clients can focus their time and energy on what matters most. Whether supporting individuals, families, or business owners, our team is deeply committed to delivering exceptional service and long‑term guidance.

The Financial Planning Specialist plays a critical role by performing a variety of client service and financial planning functions. They serve as the primary link between our internal departments, corporate office, and the Wealth Management Advisor to support the clients we serve. The Financial Planning Specialist will partner closely with the Wealth Management Advisor and others on the team to support fostering and developing impactful, enduring client relationships. This is an ideal position for someone with a passion for personal finance, is self‑motivated, and has a strong work ethic. This position is located in the Northwestern Mutual – Minneapolis District Office, located at 225 S 6th St, Minneapolis, MN 55402.

Responsibilities
  • Create detailed and comprehensive financial planning proposals incorporating insurance, retirement, education, and investment strategies
  • Input, organize, and maintain accurate client data
  • Run scenario analyses, including retirement, tax, cash flow, and insurance planning
  • Serve as a strategic partner to the Wealth Management Advisor in developing client solutions and recommendations
  • Manage client communications, including correspondence, documentation, and compliant recordkeeping
  • Prepare materials for new and existing client meetings
  • Collaborate closely with the Wealth Management Advisor and other team members to support ongoing client relationships
  • Stay current on software enhancements, new products, and compliance updates
  • Maintain a high level of professionalism while handling confidential and sensitive information
  • Participate in ongoing learning, development, and training opportunities
Qualifications
  • Bachelor’s degree required
  • 2+ years of financial planning or paraplanning experience required
  • Active Minnesota Life, Accident, and Health (LAH) Insurance license
  • Active SIE, Series 6, and Series 63 registrations (or equivalent)
  • Client Relationship Management (CRM) system experience preferred
Performance Skills
  • 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
  • Demonstrated ability to maintain effective working relationships within the firm and its clients
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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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