Wealth Planning Associate Analyst
Northwestern Mutual
About this role
The Wealth Planning Associate Analyst is a client-facing member of the Sophisticated Planning Strategies team who supports advisors and their high-net-worth clients by contributing to advanced wealth planning efforts. The role serves as a dedicated resource working alongside CFPs, attorneys, and CPAs to support complex planning engagements. It focuses on delivering client-facing support, data analysis, and coordination to ensure timely and accurate financial recommendations.
Skills
Qualifications
About Northwestern Mutual
northwesternmutual.comNorthwestern 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.
Recent company news
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1 week ago
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About Northwestern Mutual
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Northwestern Mutual.
Salary
$78k – $167k
per year