Financial Planning Assistant

Summary: KRM Generational Wealth Advisors, a premier Northwestern Mutual Private Client Group practice, is expanding and currently seeking a detail-oriented, process-driven Planning Assistant. This role plays a key part in supporting the financial planning function by preparing analyses, organizing client information, and ensuring accurate execution of planning work. Responsibilities: - 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 Required Qualifications: - Bachelor's degree in finance, business, or a related field - 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 Preferred Qualifications: - 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 Required Skills: Financial planning, Life, Accident & Health License, FINRA registrations, CRM software, Planning software, Analytical thinking, Prioritization Benefits: A comprehensive benefits package is included as part of the total compensation package.