Financial Planning Consultant

🔥 21 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.

👻 Ghost score 0%

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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

• Partner with financial advisors to build and grow integrated planning practices • Provide consultation and support on financial planning, sales processes, products and implementation • Identify and develop best practices, tools, training and resources for financial planning services • Lead projects enhancing centralized service models and driving adoption of planning and investment philosophies • Support workflow refinement, team development and change management • Consult with advisors on financial planning, product options, suitability and investment concepts • Analyze clients' financial goals, current situations and portfolios • Document case notes and recommendation thought processes • Develop recommendation options aligned with client needs, risk profiles, time horizons and preferences • Coach representatives on presenting financial plans and investment cases, including handling client objections • Design, plan, coordinate and present training and education on program administration, financial planning, investments, technology and workflow • Analyze workflows and business opportunities to address implementation obstacles and define centralized planning services • Enhance retention and productivity of financial representatives and field offices • Collaborate cross-functionally to achieve organizational goals • Perform other responsibilities as assigned

🎯 Requirements

• FINRA Series 7 required • Bachelor's degree in business, finance or related field • Minimum 3-5 years of financial services experience including both brokerage and advisory investment platforms • Demonstrated investment knowledge and understanding of markets, products, platforms and services • Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals • Confidence in counseling representatives on proactive approaches and solutions • Strong analytical, problem solving, attention to detail and accuracy skills • Strong consultation, organizational and communication skills • High degree of self-motivation, leadership and initiative • Ability to travel as needed • Financial Planning designations desired; CLU, ChFC, RICP, CFP preferred • Registered Representative classification requiring fingerprinting • SIE - FINRA • Ability to review financial statements, tax returns and complex legal documents; calculate financial values and ratios; and interpret complex financial concepts and Northwestern Mutual products

🏖️ Benefits

• Ability to travel as needed • Equal opportunity employment • Opportunities to contribute creative ideas, seek challenges, assume leadership, and pursue career growth