Top 804 Risk Management Associate Jobs

Financial Planning Associate
Northwestern Mutual - Los Angeles —Los Angeles, CA
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
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Client Service Associate
Aligned Private Wealth —Deerfield, IL
- $80,000 - $110,000 a year
- Full-time
- 5 years
- Mid-level
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- Paid holidays
- Health insurance
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3d
Collections Associate
Dakota Financial, LLC —Richardson, TX
- $60,000 - $70,000 a year
- Full-time
- Spanish
- 5 years
- English
- Travel reimbursement
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13d
Associate Actuary - Inforce Optimization
SCOR —Charlotte, NC
- $109,500 - $134,000 a year
- Hybrid work
- Computer literacy
- Bachelor of Science
- Research
- Paid holidays
- Disability insurance
Trust Associate
Northwest Trustee & Management Services, LLC —Boise, ID
- $20 - $27 an hour
- Full-time
- Microsoft Outlook
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Ag Associate Underwriter
FBL Financial Group, Inc. —Manhattan, KS
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- Office
- Paid holidays
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13d
Mid-Level Risk Mitigation Specialist
Amentum —Quantico, VA
- $80,000 - $85,000 a year
- Full-time
- Writing skills
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- Mid-level
- Health insurance
- Dental insurance
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Center Clinical Director, Associate
ChenMed —Gretna, LA
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- Full-time
- Medicine
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Lead Associate Principal, Quantitative Risk Management
Options Clearing Corporation —Chicago, IL
- $128,800 - $230,200 a year
- Full-time
- Hybrid work
- Computer Science
- 5 years
- Office
- Health insurance
- Dental insurance
Associate Client Manager, Commercial Risk - Construction Practice
The Baldwin Group —Atlanta, GA
- Full-time
- Mid-level
- Office
- 3 years
Associate - Center Clinical Director
ChenMed —Memphis, TN
- $238,832 - $341,189 a year
- Full-time
- Medicine
- Microsoft Excel
- Microsoft Outlook
- Opportunities for advancement
Center Clinical Director, Associate
ChenMed —New Orleans, LA
- $238,832 - $341,189 a year
- Full-time
- Medicine
- Microsoft Excel
- Microsoft Outlook
- Opportunities for advancement
Associate - Center Clinical Director
ChenMed —New Orleans, LA
- $238,832 - $341,189 a year
- Full-time
- Medicine
- Microsoft Excel
- Microsoft Outlook
- Opportunities for advancement
Associate Director, PreAward (HR Title: Associate Director Sponsored Projects)
Southern Methodist University —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
Associate Actuary - Risk Management
AIG PC Global Services, Inc. —New York, NY
- $110,000 - $145,000 a year
- Email
- Research
- Mid-level
- Office
- Health insurance
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8d
Associate Advisor, Commercial Risk - Middle Market
The Baldwin Group —Kingston, MA
- Full-time
- Microsoft Word
- Leadership
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4d
SF Risk - Product Management - Senior Associate
Fannie Mae —Reston, VA
- $109,000 - $142,000 a year
- Mid-level
- Office
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9d
Associate Engineer
Brooksource —Windsor Mill, MD
- $34 - $40 an hour
- Hybrid work
- Engineering
- SQL
- Analysis skills
- Paid holidays
- Health insurance
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5d
Relationship Associate
AFC —Yaphank, NY
- $24 - $26 an hour
- Hybrid work
- Bilingual
- Google Workspace
- Up to 50% travel
- Paid parental leave
- Health savings account
Relationship Associate
AFC —Tinley Park, IL
- $24 - $26 an hour
- Hybrid work
- Bilingual
- Google Workspace
- Up to 50% travel
- Paid parental leave
- Health savings account

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Financial Planning Associate

Northwestern Mutual - Los Angeles -
Los Angeles, CA

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Job Details

Full-time
$75,000 - $95,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Investment
Teamwork
CFP
Bachelor's degree
Attention to detail

Full Job Description

Financial Planning Associate

Location: Downtown Los Angeles (in-office; hybrid 3 days/week) Company: Sage Capital Wealth Management & Insurance Solutions (under the Northwestern Mutual umbrella)

Our mission is to help clients articulate a clear financial plan and serve as their strategic partner to achieve their goals in the most efficient way possible. As a team, we commit to excellence, integrity, growth, and efficiency to deliver the best client experience.

Role Summary: We are seeking a Financial Planning Associate to operate as a “second chair” to our Wealth Management Advisor across planning and investments and help manage workflow and deliverables for the team. This role supports end-to-end plan creation, investment implementation, workflow management, and delivery of client-ready materials.

Key Responsibilities

Financial plan construction and updates
Create, finalize, and quality-check comprehensive financial plans (PX plans) for new and existing clients; ensure recommendations align with our planning visuals and client goals.
Integrate multiple planning areas into cohesive timelines and action steps: investments; retirement accumulation and income/distribution; estate planning concepts; risk management (life, disability, long-term care); cash flow and asset/liability management; tax implications; education funding; major purchases; business planning.
Client engagement (second chair)
Attend some client meetings (not primary client-facing), take notes, present portions of deliverables, and explain product/recommendation rationale in clear, client-friendly language.
Prepare advisor in advance with concise planning and investment updates.
Investments and qualified plans
Apply our investment philosophy to recommend and place clients into appropriate models; create/update investment proposals.
Support qualified plan management for existing clients; prepare 401(k) proposals and related plan deliverables.
Workflow and operations
Oversee case progression across the team: direct tasks related to opening accounts, submitting applications, and ensuring accurate documentation.
Build, refine, and deliver high-quality planning materials and visuals; ensure all client data is captured and tracked in the CRM.
Collaboration and continuous improvement
Partner with the President/Wealth Management Advisor and team to enhance client experience, improve processes, and optimize financial outcomes.

Qualifications

Bachelor’s degree required.
CFP designation preferred
Investment proficiency required: FINRA SIE, Series 7 and 63 (or comparable) OR 5+ years of hands-on financial planning experience within the industry.
Demonstrated experience building comprehensive financial plans and supporting investment implementation.
Strong attention to detail, high follow-through, and ability to manage multiple priorities.
Clear written and verbal communication skills; ability to present complex concepts simply.
Collaborative, client-focused mindset aligned with our values of excellence, integrity, growth, and efficiency.
Ability to be in our Downtown Los Angeles office at least three days per week.

Compensation

Base salary: $75,000–$95,000, commensurate with experience and credentials.
Typical ranges: CFP $90,000–$95,000; investment-licensed (non-CFP) $75,000–$85,000.

Equal Opportunity Sage Capital Wealth Management & Insurance Solutions is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all team members.

Job Type: Full-time

Pay: $75,000.00 - $95,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Education:

Bachelor's (Required)

Experience:

Financial Planning: 5 years (Required)

License/Certification:

CA Life & Health Insurance License (Preferred)
SIE, Series 6 or7, and Series 63 or 66 (Preferred)

Ability to Relocate:

Los Angeles, CA 90071: Relocate before starting work (Required)

Work Location: Hybrid remote in Los Angeles, CA 90071

Quick Apply

Refine Your Search

Risk Management Associate jobs

Financial Planning Associate

Client Service Associate

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Trust Associate

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Mid-Level Risk Mitigation Specialist

Center Clinical Director, Associate

Lead Associate Principal, Quantitative Risk Management

Associate Client Manager, Commercial Risk - Construction Practice

Associate - Center Clinical Director

Center Clinical Director, Associate

Associate - Center Clinical Director

Associate Director, PreAward (HR Title: Associate Director Sponsored Projects)

Associate Actuary - Risk Management

Associate Advisor, Commercial Risk - Middle Market

SF Risk - Product Management - Senior Associate

Associate Engineer

Relationship Associate

Relationship Associate

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