Financial Planning Associate

Financial Planning Associate Adams, Gut and Associates Akron, OH Job Details Full-time $45,000 - $50,000 a year 1 day ago Benefits Profit sharing Health insurance Dental insurance 401(k) Paid time off Vision insurance Retirement plan Qualifications Wealth management Teamwork Bachelor's degree Attention to detail Financial services Full Job Description About Adams, Gut & Associates Adams, Gut & Associates is a premier financial planning and wealth management team within Northwestern Mutual — recognized as one of the top 125 teams nationally. We are a close-knit, community-minded group of nine professionals committed to delivering sophisticated financial guidance to our clients. Northwestern Mutual is a

FORTUNE 500

company and a Top 5 Independent Broker-Dealer with the highest financial strength ratings in the industry. Our culture is collaborative and team-oriented. We sit close to one another, support each other's growth, and genuinely care about the people we work with — and for. We value expertise, stewardship, thoughtfulness, and meaningful relationships. We also believe strongly in work-life balance and offer flexibility to support the whole person. Position Summary The Financial Planning Associate supports the Director of Financial Planning in the creation, management, and ongoing evolution of financial plans for the firm's clients. This role is ideal for a detail-oriented, analytically driven professional who is committed to a career in finance and excited to develop deep expertise in financial planning. The Associate Financial Planner will collaborate closely with advisors and firm leadership, contributing meaningfully to client outcomes and firm-wide planning standards. Key Responsibilities Ensure the accurate and timely delivery of all financial plans — both creation and updates — using Northwestern Mutual planning software. Leverage planning knowledge and expertise in collaboration with advisors and leadership on complex and sophisticated client situations. Execute and contribute to the ongoing evolution of the Adams, Gut & Associates Financial Planning Philosophy. Follow and help establish best practices for firm deliverables and client presentation standards. Stay current on key technology changes and broader planning landscape developments to support operational efficiency and compliance. Oversee and review planning recommendations for accuracy, thoroughness, and relevance to each client's unique situation. Develop proficiency in insurance products and learn to design and produce insurance illustrations tailored to client plans.

Core Competencies Analytical Thinking:

Ability to systematically examine data, break down complex issues into manageable parts, identify patterns, and draw evidence-based conclusions.

Prioritization:

Strong sense of what is most important; uses time strategically, creates focus, and eliminates roadblocks for self and team.

Self-Starter:

Takes initiative and operates effectively with a high degree of independence; thinks critically and problem-solves without requiring heavy supervision.

Professionalism:

Consistently embodies the values and standards of the team; treats colleagues, clients, and all stakeholders with courtesy and professionalism.

Qualifications Required:

Bachelor's degree in Finance, Economics, Business, or a related field Demonstrated commitment to a long-term career in financial services Strong numerical aptitude and comfort working with financial data Active licenses or willingness to obtain: Life & Health, SIE, and pursuit of CFP designation

Preferred:

Prior experience in financial planning, wealth management, or an adjacent financial services role Familiarity with Northwestern Mutual planning tools or similar platforms CFP designation or active enrollment in a CFP program

Compensation & Benefits Base Salary:

$45,000 - $50,000, commensurate with experience

Bonus Eligibility:

Bonus increases annually and includes additional incentives for earning professional designations (SIE, CFP, Life & Health, etc.)

Health Insurance:

Medical, vision and dental

Retirement:

401(k) with automatic employer contribution and profit-sharing plan

PTO:

Two weeks to start, with growth over time Growth Opportunity At Adams, Gut & Associates, growth is shaped by your ambition and vision. We invest meaningfully in the personal and professional development of every team member.

Career paths may include:

Advancement to Lead Advisor, with direct oversight of client relationships and new business development Becoming a subject matter expert and internal planning resource for the firm Long-term opportunity for partnership within the organization If you are motivated to grow, we want you to grow here — with us. Adams, Gut & Associates is an equal opportunity employer. We celebrate diversity and are committed to building an inclusive environment for all team members.

Pay:

$45,000.00 - $50,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Retirement plan Vision insurance

Work Location:

In person