Northwestern Mutual
The Financial Planning Associate supports financial advisors by handling client service-related tasks, preparing financial plans, and managing investment reports and account paperwork. The role involves working closely with clients and team members to ensure accurate account management and adherence to compliance practices.
Headquarters
Milwaukee, Wisconsin, United States
Company Size
5001-10000 employees
Founded
1857
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.
Americans' Finances are Improving - But Some Still Feel Behind and are Turning to Prediction Markets, Sports Betting and Crypto to Catch Up, According to Northwestern Mutual's 2026 Planning & Progress Study
3 days ago
Human Connection Over Machines: Americans Trust Advisors More Than AI for Financial Advice, Finds Northwestern Mutual's 2025 Planning & Progress Study
Aug 5, 2025
Northwestern Mutual Appoints Beth Rodenhuis as Chief Operating Officer & Business Architect
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Northwestern Mutual.
Aug 12, 2025