Paraplanning Associate

As a wealth management firm, we help clients step away from the noise and complexity of daily life to develop thoughtful, strategic financial plans that work quietly behind the scenes.

Our comprehensive approach helps to establish confidence and financial security so our clients can focus their time and energy on what matters most.

Whether supporting individuals, families, or business owners, our team is deeply committed to delivering exceptional service and long‑term guidance.

The Paraplanning Associate plays a critical role by performing a variety of client service and financial planning functions.

They serve as the primary link between our internal departments, corporate office, and the Wealth Management Advisor to support the clients we serve.

The Paraplanning Associate will partner closely with the Wealth Management Advisor and others on the team to support fostering and developing impactful, enduring client relationships.

This is an ideal position for someone with a passion for personal finance, is self-motivated, and has a strong work ethic.

This position is located in the Northwestern Mutual – Minneapolis District Office, located at 225 S 6th St, Minneapolis, MN 55402.

include but are not limited to:

• Create detailed and comprehensive financial planning proposals incorporating insurance, retirement, education, and investment strategies
• Input, organize, and maintain accurate client data
• Run scenario analyses, including retirement, tax, cash flow, and insurance planning
• Serve as a strategic partner to the Wealth Management Advisor in developing client solutions and recommendations
• Manage client communications, including correspondence, documentation, and compliant recordkeeping
• Prepare materials for new and existing client meetings
• Collaborate closely with the Wealth Management Advisor and other team members to support ongoing client relationships
• Stay current on software enhancements, new products, and compliance updates
• Maintain a high level of professionalism while handling confidential and sensitive information
• Participate in ongoing learning, development, and training opportunities