Financial Planning Associate About the Role We are a growing financial planning practice, based on the Northwestern Mutual platform, seeking a highly organized, detail-oriented Financial Planning Associate to support client service, financial planning implementation, insurance underwriting, investment account administration, and practice operations. This is not a sales role. We are looking for someone who enjoys organization, problem-solving, and helping clients behind the scenes. Over time, this person will develop deep expertise in financial planning, operations, and client service. This position is based full-time in our Calabasas office. We believe working side-by-side fosters stronger collaboration, professional development, and mentorship as we continue to grow our practice together. Key Responsibilities

• Prepare and manage insurance applications and underwriting cases
• Assist in the opening and ongoing maintenance of investment accounts
• Support financial plan preparation and implementation
• Prepare client meeting materials and follow-up items
• Maintain client records and workflows in Microsoft Dynamics 365
• Coordinate client service requests and administrative processes
• Help improve operational efficiency and client experience
• Communicate with clients regarding meeting coordination and various aspects of the planning process Qualifications
• Bachelor's degree, and/or equivalent work experience with strong interest in financial markets
• Strong organizational skills, attention to detail, and ability to manage multiple priorities
• Excellent communication and follow-through
• Professional, proactive, and client-focused mindset
• Financial services, banking, insurance, or related experience preferred Professional Development
• Insurance licensing expected within 60 days
• SIE, Series 7, and Series 63 expected within 9 months
• CFP® aspirations are strongly encouraged and will be supported Benefits
• 401(k) with matching
• Medical, Dental, and Vision Insurance
• Unlimited PTO
• Employer-sponsored licensing, professional development, and education opportunities Who Will Thrive Here Someone who enjoys building the financial plan, organizing the moving pieces, and ensuring every detail is executed correctly.

This role is ideal for a career-minded professional who is looking for a long-term home where they can grow alongside a successful and expanding practice. We are seeking someone who wants to develop deep expertise in financial planning and operations, become an integral member of the team, and make a lasting impact on our clients' lives for years to come.

Pay:

$65,000.00 - $75,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Professional development assistance Vision insurance Application Question(s): Do you have 1-2 years of Financial Planning Experience? Do you have 1-2 years of Investment Operations experience? How many years of experience do you have working in the financial services industry?

Education:

Bachelor's (Preferred)

License/Certification:

Series 7 (Preferred) Series 63 (Preferred) Securities Industry Essentials (Preferred) CFP (Preferred) CA Life and Health License (Preferred)

Work Location:

In person