Northwestern Mutual
Minneapolis, Minnesota
Financial Planning Specialist
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Apply to Financial Planning Specialist at Northwestern MutualJob details
- Location
- Minneapolis, Minnesota
- Work type
- Onsite
- Posted
- Apr 28, 2026
- Apply on
- northwesternmutualmpls.bamboohr.com
About this role
Bachelor’s degree; 2+ years financial planning or paraplanning; Minnesota LAH license; SIE, Series 6, and Series 63 registrations; CRM experience preferred.
What you'll do at Northwestern Mutual:
- Provide client service
- Develop financial plans
- Collaborate with Wealth Management Advisor
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