Wealth Planning Analyst, HNW Planning

🔥 15 hours ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $119k - $178.4k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧐 Analyst

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 1%

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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

• Collaborate with team members and Private Client Group advisors to build financial plans emphasizing estate planning, business succession, tax optimization, executive compensation, risk mitigation, and advanced insurance planning • Provide in-depth case consultation and review legal, tax, financial, and insurance documentation • Design integrated strategies • Analyze clients’ financial situations and model advanced planning concepts, including sophisticated life insurance strategies, using internal and external software • Present strategies and solutions to advisors and clients • Apply influencing skills to enable client decision-making and implementation • Build relationships with internal stakeholders to address unique client circumstances and ensure timely delivery of recommendations • Understand and address client concerns • Respond promptly to client inquiries and issues • Support Strategic Planning Strategies’ subscribers, advisors, and high-net-worth clients as a specialist resource within the Sophisticated Planning Strategies team

🎯 Requirements

• Bachelor’s degree, preferably in Business, Financial Planning, Finance, Economics or Accounting • Minimum of eight years of financial planning experience, with strong High-Net-Worth planning knowledge and experience highly desired • CERTIFIED FINANCIAL PLANNER™ designation required • Series 6 or 7 required or obtained within the first 180 days of hire • State of residence insurance license required or obtained within first 180 days of hire • Proven experience in developing comprehensive financial plans and presenting tailored recommendations to clients • Strong knowledge of life insurance products and advanced insurance planning solutions • Advanced planning knowledge across tax optimization, estate and legacy planning, business succession and exit planning, and insurance-based planning for HNW and ultra-high-net-worth clients • Strong consultative, communication, analytical, interpersonal, written and verbal communication skills • Ability to collaborate effectively with colleagues, clients, and stakeholders • Advanced skills with financial planning software and/or Excel desired • Willingness to continue deepening expertise as SPS expands its insurance services • This position requires fingerprinting under NMIS guidelines

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