Director of Planning

About Vertex Capital Planning

At Vertex Capital Planning, our commitment is to treat our clients as family, ensuring they can face the future with foresight and peace of mind. As a wealth management firm, we create clarity for our clients to live generous and experiential lives. Our clients are families, business owners and leaders. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences and services for a lifetime of financial security.

Position Details

The Director of Planning is responsible for delivering financial security to clients through a comprehensive planning process, integrating risk and investment products in alignment with Vertex Capital Planning’s philosophy and the specific goals of our clients. The Director of Planning has a high degree of analytical skills while being able to communicate effectively with clients and colleagues regarding the topics of investments, insurance, financial and tax planning strategies for various client situations. This position is located in the Northwestern Mutual – Minneapolis District Office at 601 Carlson Parkway Suite 300 Minnetonka, MN 55305, with in-person hours between 8:00 AM – 4:00 PM. 

Responsibilities include but are not limited to:  

Create detailed financial proposals using personal planning software while taking client’s insurance, retirement, education, investment, and estate needs into consideration.  

Communicate directly with clients to obtain relevant data points needed to curate custom plans

Partner with team leaders to identify opportunities in client financial plans and strategize ways to optimize and improve client strategies

Manage client communication including correspondence, notes, files, and maintaining compliant client records 

Keep up to date on federal regulations, software system enhancements, new products, and compliance changes/opportunities 

Participate in learning opportunities to deliver on and exceed client expectations in our planning approach

Qualifications: 

Bachelor’s degree in finance or related field, preferred.

Minimum 5 years of strategic financial planning experience

Active Series 7, and Series 63 registrations, or equivalent required

Active Minnesota Life, Accident, and Health Insurance license preferred

CFP, ChFC, or RICP preferred

 Performance Skills: 

Coachability: possesses a growth mindset and is receptive to guidance and coaching from team members and leadership

High sense of urgency, attention to detail, and exceptional organizational skills

Excellent oral and written communication skills

Task-minded with the ability to follow through and execute in a timely manner

High degree of initiative and autonomy

Demonstrates ability to maintain effective working relationships within the firm and its clients

Brady Lindemann uses Vertex Capital Planning as a marketing name for doing business as a representative of Northwestern Mutual. Vertex Capital Planning is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Brady Paul Lindemann is an Insurance Agent of NM. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.