Northwestern MutualHiring

Wealth Planning Analyst, HNW Planning

  • Remote, United States
  • Senior
  • Posted 4 days ago
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In one line

Specialist planning role supporting advisors and their high-net-worth clients with estate, tax and advanced insurance strategies.

About the role

Advanced insurance planning work sits inside a client-facing team of planners, attorneys and CPAs. The analyst turns complex client situations into modeled strategies that advisors can present and implement.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Senior
Skills
Financial planning, Estate planning, Life insurance, Tax optimization, Business succession
Posted
31 Oct 2026
Last checked
3 Nov 2026

What you will do

  • Build financial plans with advisors, focused on estate, succession, tax and insurance strategies
  • Review legal, tax, financial and insurance documents and design integrated strategies
  • Model advanced planning concepts, including life insurance options, in internal and external software
  • Present strategies to advisors and clients and help them reach decisions
  • Keep internal partners in the loop so recommendations reach clients on time

What they look for

  • Bachelor's degree, ideally in business, financial planning, finance, economics or accounting
  • At least eight years of financial planning experience, with HNW knowledge preferred
  • CFP designation
  • Series 6 or 7, or obtained within 180 days of hire
  • State insurance license, or obtained within 180 days of hire

Nice to have

  • Knowledge of the firm's own insurance products

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Questions about this job

Can I do this job remotely, and from which countries?

Yes. The posting lists Wealth Planning Analyst, HNW Planning as a remote role for candidates in the United States.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is a senior role. The posting asks for: bachelor's degree, ideally in business, financial planning, finance, economics or accounting; at least eight years of financial planning experience, with HNW knowledge preferred; CFP designation. Skills it names include Financial planning, Estate planning, Life insurance, Tax optimization.

How do I apply with Keywordise AI?

Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.

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Northwestern MutualRemote, United States
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