Financial Planning Assistant

Northwestern Mutual

1 day ago

3.8 on Glassdoor

Edina, Minnesota

Onsite

Full Time

Junior

0 applicants

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About this role

A Planning Assistant at KRM Generational Wealth Advisors supports financial planning by preparing materials, organizing client data, and ensuring accurate execution of planning work. The role involves collaborating with advisors to refine scenarios and document client interactions while maintaining organization across workflows.

Skills

Qualifications

Bachelor’s degree in finance, business, or a related fieldLife, Accident & Health LicenseFINRA registrations (SIE, Series 7, Series 63)Strong organizational skillsAnalytical thinking

About Northwestern Mutual

northwesternmutual.com

Northwestern Mutual is a financial partner that offers personalized plans, top-rated services and life insurance. Find a financial advisor and get started on your plan today.

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