Senior Financial Planning and Consulting Specialist

Job not on LinkedIn

November 26

🧀 Wisconsin – Remote

Although this job is listed in Wisconsin, this company may be open to hiring remote in other states.

💵 $60.3k - $112.1k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Northwestern Mutual

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Finance • Insurance

Northwestern Mutual is a leading financial services and life insurance company based in Milwaukee, Wisconsin. It offers its clients a broad range of financial planning services including life insurance, disability insurance, long-term care insurance, and personalized investment strategies through its network of financial advisors. Known for its strong corporate culture and commitment to employee development, Northwestern Mutual provides an environment that fosters growth, diversity, and meaningful work opportunities. The company emphasizes flexibility, career growth, and a supportive work culture, making it an attractive place for both new and experienced professionals. Furthermore, Northwestern Mutual prioritizes technology and innovation in financial services, aiming to revolutionize the industry from within.

5001 - 10000 employees

Founded 1869

💸 Finance

📋 Description

• Assist in driving successful outcomes in the implementation of the Northwestern Mutual planning philosophy • Engage with advisors through various channels including primarily an inbound phone queue, virtual consultations, virtual presentations, and in-person • Partner with Region leads and Assistant Director of Financial Planning and Consultation to ensure alignment of objectives • Provide personalized coaching to advisors and staff to master the software and related processes • Educate and collaborate with field leaders to promote NM's planning philosophy

🎯 Requirements

• 3 + years professional work experience in the financial services industry • Series 7 or obtained within 6 months • Base knowledge of financial services products and financial planning • Base knowledge and application of consultation skills • Ability to identify and address problems, opportunities, wants and needs of the field and their clients in a suitable manner

🏖️ Benefits

• Health insurance • 401(k) matching • Paid time off • Flexible work arrangements