Financial Planning Assistant

KRM Generational Wealth Advisors, a premier Northwestern Mutual Private Client Group practice, is expanding and currently seeking a detail-oriented, process-driven Planning Assistant. Our team supports clients through every stage and transition in life, and we are committed to delivering an exceptional experience rooted in trust, integrity, and professionalism.

The Planning Assistant plays a key role in supporting the financial planning function at KRM. This individual will work closely with advisors and planning team members to prepare analyses, organize client information, and ensure planning work is executed accurately and efficiently.

This role is well-suited for someone who thrives in a detail-oriented environment, enjoys working behind the scenes to support high-quality outcomes, and takes pride in producing accurate, thoughtful work. It offers meaningful exposure to financial planning and the opportunity to grow within a high-performing team.

Responsibilities include but are not limited to

Prepare and organize financial planning materials in advance of client meetings

Maintain and update client data within planning software and CRM systems with a high degree of accuracy

Run and refine planning scenarios (retirement, insurance, cash flow, etc.) in collaboration with senior team members

Summarize planning outputs and key observations for advisor review

Document client meetings, including detailed notes and clearly defined follow-up actions

Track and manage outstanding planning items to support timely implementation

Conduct research and gather information to support planning recommendations

Maintain organization across client files, workflows, and planning deliverables

Partner with operations and service team members to ensure a seamless client experience

Qualifications

Bachelor’s degree in finance, business, or a related field

Prior experience in a professional, detail-oriented role (financial services experience is a plus but not required)

Life, Accident & Health License and FINRA registrations (SIE, Series 7, Series 63) preferred

If not currently licensed/registered, the ability and willingness to obtain required licenses within 12 months is required

Strong organizational skills and attention to detail

Analytical thinker with the ability to work through complex information

Clear and professional communication skills

Ability to manage multiple priorities and follow through consistently

Compensation and Benefits

This is a full-time, salaried position based in our Edina, MN office. Salary range is $60,000-70,000, commensurate with experience and licensure. A comprehensive benefits package is included as part of the total compensation package.

KRM Generational Wealth Advisors is a marketing name for doing business as representatives of Northwestern Mutual. KRM Generational Wealth Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.