Working Together to Make a Difference

At Heritage Planning Partners, we want to help everyone live life on purpose. Not only do we help clients unlock their financial potential, but we encourage our team members to grow and become better stewards of their talent and opportunity each day. Our mission is to create a difference in the world around us, and that begins with the people in our own office. We’re hardworking, passionate professionals who believe in always doing just a little bit more, and in doing so, we create an environment of excellence and prosperity for our team, our clients, and our community.

If you're interested in applying for a position, please submit resume and cover letter to Michele Reuter.

Email Michele

Financial Representative

We are currently seeking financial representatives to join our highly productive and growing firm.

Here at Heritage Planning Partners, we believe in building lifelong partnerships with our clients. We strive to provide excellence in all that we do, and by working alongside our clients to understand their needs and goals, we help them create a plan for a fulfilling life and a secure future.

A successful applicant is someone who is self-motivated, values professional independence, maintains a high standard of ethics, and shows interest in business, finance, or entrepreneurial ventures. They should possess strong relational and communication skills and have experience in business development, sales, or financial services.

If you want be part of a growing business that continually helps others create success and leave a lasting legacy, please contact us. We’d love to get to know you and learn more about your career goals.

Client Engagement Manager

We are looking for an energetic client engagement manager to develop, influence and manage marketing programs. Execute a marketing strategy that captures the Heritage Planning Partners brand and focuses on growing the business, foster client growth, and retention by using data to drive the strategy. Provide sales and branding support to all our advisors.

Planning & Wealth Management Intern

Work closely with Planning & Wealth Management team along with the firm’s partners and financial advisors. You will be exposed to, and assist with various finance, analysis and other portfolio activities.

Responsibilities: (but are not limited to)

  • Assist in preparation of investment recommendation
  • Attend and actively participate in planning meetings
  • Compile data, prepare reports
  • Data enter in operating systems
  • Assist in the creation of collateral
  • Perform other related duties and assignments as needed

What we are looking for:

  • Ability to handle highly confidential information
  • Great organizational skills
  • Strong analytical and MS Excel skills
  • Strong oral and written communication and attention to details
  • Ability to work well in a team environment
  • Strong ability to work independently and to deadlines

Not all Northwestern Mutual representatives are advisors. Only those representatives with “Advisor” in their title or who otherwise disclose their status as an advisor of Northwestern Mutual Wealth Management Company (NMWMC) are credentialed as NMWMC representatives to provide advisory services.