Financial Planning and Consulting Consultant

🔥 20 hours ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $89.4k - $134k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Northwestern Mutual

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1869

💸 Finance

🛡️ Insurance

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.

📋 Description

• Implement Northwestern Mutual's planning philosophy with existing advisors and new recruits • Engage with advisors through inbound phone queues, virtual consultations, virtual presentations and in-person interactions • Coach advisors and staff on financial planning software and processes including fact finding, plan building and plan presentation • Conduct plan presentation simulations to improve advisor confidence • Partner with the Assistant Director of Financial Planning Consulting and Region Leads to align objectives and expectations • Educate and collaborate with field leaders to promote Northwestern Mutual's planning philosophy and increase planning adoption • Help influence risk and investment product sales • Develop improved training and support practices for financial planning throughout the sales cycle • Provide planning consultations and presentations on financial product integration and client solutions • Offer case design and plan design support • Maintain in-person presence with assigned audiences to build relationships and promote adoption of digital tools and financial planning • Partner with Technology Solutions & Support Consultants on adoption of CRM, client website, account aggregation, prospect invite and Digital FactFinder tools • Build financial plans for advisors as needed • Escalate advisor and network-office feedback and needs to leadership or appropriate partners • Lead large events, present training content in groups, represent Financial Planning Consulting at field events and present in the home office

🎯 Requirements

• Series 7 required or obtained within 6 months • Minimum of 5+ years professional work experience • Able to travel in assigned region approximately 20% • In-depth understanding of financial services products and financial planning • Excellent knowledge and application of consulting skills • Robust mastery of Northwestern Mutual planning software • Ability to consult on complex topics, scenarios and propose effective, needs-based solutions • Ability to identify and address problems, opportunities, wants and needs of the field and their clients • Exceptional problem-solving capabilities • Ability to teach and support adoption and implementation of financial planning • Ability to own workstreams and recommend process improvements • Ability to gain buy-in and inspire confidence in the planning process and sales cycle • Empathy for field roles and their perspectives • Willingness to develop deep subject matter expertise in the digital product portfolio • CFP, CLU, ChFC, CFA, CASL, MSFS, or other advanced degree preferred • Client-facing financial planning experience preferred • Requires fingerprinting under NMIS guidelines • Registered Representative classification under NMIS guidelines

🏖️ Benefits

• Equal opportunity employer • Geographic-specific pay structures may apply based on location • Career growth opportunities with a best-in-class company

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