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The Financial Planning Associate is part of the Planning Department, which is an internal team that supports subscribing advisors and their staff through behind-the-scenes service work. The primary responsibilities of the associate are focused on investment paperwork, creating comprehensive financial plans, running investment reports and creating investment recommendations in alignment with the Northwestern Mutual planning philosophy and client-specific goals.
Specific responsibilities include but are not limited to:
Minimum Requirements:
Preferred Qualifications:
Full Time
$81k-103k (estimate)
04/24/2024
05/12/2024
elmaninsurance.com
San Jose, CA
<25
The following is the career advancement route for Financial Planning Associate positions, which can be used as a reference in future career path planning. As a Financial Planning Associate, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planning Associate. You can explore the career advancement for a Financial Planning Associate below and select your interested title to get hiring information.