Director of Financial Planning

Job overview

The Director of Financial Planning role is onsite in Minnetonka, MN, with compensation not specified. The position is based at the Northwestern Mutual–Minneapolis District Office and supports Velara Wealth Partners’ financial planning work for families, business owners, and leaders. The director develops comprehensive plans that integrate clients’ risk, investment, insurance, retirement, education, and estate needs. The role helps clients pursue financial security through tailored proposals, direct communication, and ongoing coordination with team leaders.

What you'll do

• Create detailed financial proposals using planning software
• gather client information
• partner with team leaders to identify and improve planning strategies
• maintain client communications, notes, files, and compliant records
• stay current on regulations, software, products, and compliance changes
• and participate in learning opportunities.

What we're looking for

Skills & competencies

director of financial planning

financial planning

wealth management

client proposals

investment planning

insurance planning

retirement planning

estate planning

series 7

series 63

minnetonka mn

northwestern mutual

velara wealth partners

Work arrangement

• Weekend coverage required

Why this role

The posting requires at least five years of strategic financial planning experience and active Series 7 and Series 63 registrations; CFP, ChFC, or RICP credentials are preferred.

About the employer

Northwestern Mutual is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.