About this role
Financial Planning Analyst/Financial Planning Associate at Northwestern Mutual. Location: Vernon Hills, Illinois, United States. Role: preparing plans, analyzing investments, developing proposals Requirements: 3+ years in wealth management/financial planning, bachelor's degree in finance/economics/accounting, SIE/Series 6/63/7 required, CFP preferred, strong investment and retirement planning skills. Category: Finance Seniority: Mid Level Tools: Microsoft Office Certifications: sie, series 6, series 63, series 7, cfp Commitment: Full Time Workplace: Onsite Languages: English