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Wealth Planning Analyst (CFP Track) - On-Site Vernon Hills

Northwestern Mutual - Greater Chicago

Northwestern Mutual - Greater Chicago in Vernon Hills, IL is seeking a Financial Planning Analyst/Associate to support the advisory team behind the scenes. This on-site, full-time role focuses on analytical wealth planning rather than client acquisition, aligning with a CFP pathway for the candidate. The position requires 3+ years in wealth management or financial planning, CFP consideration, and strong skills in portfolio analysis, retirement planning, and financial modeling. #J-18808-Ljbffr Northwestern Mutual - Greater Chicago

Vacancy posted more than 2 months ago

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