Investment Consultant

2 days ago


California, United States Northwestern Mutual Investment Services Llc Full time
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Act as a sales coach and consultant to our advisors on our investment products; eventually to IRAs and Qualified Business Retirement plans as well. On a high performing team of deep experts, provide case consultations using sales execution strategies within the context of client financial planning. Possess a mindset of innovation and drive excellence in field sales support by combining product knowledge, investment planning solutions and sales strategies. Primary Duties & Qualifications: Drive advisor engagement to deliver investment product education and training to support our advisors and their growth. Define the implementation of product solutions to complete financial plans and guide the future of our support activities. Collaborate across departments and divisions to align to our mission and goals by leading high impact projects and/or have liaison responsibilities for various regions, product areas and/or market segment teams. Deliver training on a full breadth of products, markets, sales concepts and related planning topics to advanced audiences (e.g. field leadership and senior management). Deliver expert guidance to a variety of audiences and collaborate closely with the Sales Professionals to help them achieve corporate sales goals. Featured speaker at events in the home office or in the network office on planning, product and markets. Act as a sales coach and consultant to our advisors on our investment products and planning. Qualifications: Bachelor's degree in business, finance, marketing or related field desired. Minimum of 8 years' experience in a financial services environment focused on presenting and educating the audience on a multitude of financial products. In-depth understanding of financial services products including financial planning. Excellent knowledge and application of consultation skills. FINRA Series 7 required. Confident ability to consult with the field on complex topics and scenarios and propose effective, needs-based solutions. Ability to identify and address the problems, opportunities, wants and needs of the field and their clients in a suitable manner. Demonstrated ability to be a team player. Excellent ability to assert own ideas and persuade others to a point of view. Demonstrated ability to lead large and/or high impact projects, or has had liaison responsibilities across division or departments for Region, Product or Markets. Demonstrated ability to develop and deliver clear and smooth presentations. Demonstrated ability to carry self well in all settings including large group engagements. This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting. Required Certifications: Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $75,180.00 Pay Range - End: $139,620.00 Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures. Grow your career with a best-in-class company that puts our clients interests at the center of all we do. Get started now We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits. J-18808-Ljbffr

by Jobble



  • California, United States Northwestern Mutual Investment Services Llc Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Act as a sales coach and consultant to our advisors on our life insurance products; eventually to include Disability and Long-Term Care as well. On a high performing team of deep experts, provide case consultations using...


  • California, MO, United States Northwestern Mutual Investment Services, LLC Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. Provides in-depth consultation and...


  • California, MO, United States Northwestern Mutual Investment Services, LLC Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Act as a sales coach and consultant to our advisors on our life insurance products; eventually to include Disability and Long-Term Care as well. On a high performing team of deep experts, provide case consultations using...


  • California, United States Axon Full time

    Your Impact Axon is seeking a dynamic and experienced Vice President of Financial Reporting and Strategic Investments to spearhead our SEC reporting, accounting policy and consulting, ESG reporting, strategic investments due diligence and accounting, and stock compensation administration areas. This role is pivotal in ensuring the accuracy, compliance, and...

  • Adoption Lead

    3 days ago


    California, MO, United States Northwestern Mutual Investment Services, LLC Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Provides the highest-level of expertise and consultation to meet functional and cross functional goals related to digital adoption. This role is accountable for the overall results and ongoing utilization of...


  • California, MO, United States Northwestern Mutual Investment Services, LLC Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Directing critical consulting, programs and strategic initiatives promoting growth and financial health of Field leaders and advisors, including the Field Office Real Estate (FORE) program, Succession Loan Support...


  • California, MO, United States Opt For Healthy Living Full time

    Lead Student Information Systems Consultant Apply now Job no: 544353 Work type: Staff Location: Monterey Bay Categories: Unit 9 - CSUEU - Technical Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location) Classification: Information Technology Consultant - CareerHours: Full-time / 40 hours per weekFLSA: ...

  • Sales Consultant

    4 weeks ago


    San Jose, California, 95113, Santa Clara County, CA, United States Mattress Firm Full time

    Is your current job a nightmare? Make it a dream job at Mattress Firm®! Join Mattress Firm as a Sleep Expert® and have the job of your dreams! Your journey will begin with an extensive, customer-centric retail sales training program that empowers you to create a life-changing in-store experience and help customers build the perfect sleep sanctuary....


  • California, Missouri, United States Job Board Full time

    About CorelightCorelight is a cybersecurity startup in the NDR market, based in downtown San Francisco and Columbus, OH. Our technology helps defend sensitive organizations and gives defenders a commanding view of their environment.We are seeking a strategic Sr. Financial Analyst to play a critical role on our finance team. As a Sr. Financial Analyst, you...


  • California, United States Edumilestones Full time

    Chartered Accountant (CA) is a professional who works in the field of finance and business. CAs provide financial and investment advice to clients and guide them on money management. Their primary responsibilities include auditing, taxation, financial accounting, and reporting. CAs can work in private companies or be hired by the government. Roles and...


  • California, MO, United States Buscojobs Full time

    Principal Business Process Consultant, Enterprise Architecture Workflow Products Expert Implementation Only for registered members USD 250,000 + Company Description It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today — ServiceNow stands as a global...


  • California, United States Boise Cascade Full time

    CA-BMD Lathrop 12030 S Harlan Rd Lathrop, CA 95330, USA Boise Cascade Company has been in the business of manufacturing wood products and distributing building materials for over half a century. We are one of the largest producers of engineered wood products and plywood in North America and a leading U.S. wholesale distributor of building materials. Because...


  • California, United States Motorcycleindustryjobs.com Full time

    The Motorcycle Industry Council (MIC) is the national trade association representing manufacturers and distributors of motorcycles, scooters, motorcycle/ATV/ROV parts and accessories, and members of allied trades such as insurance, finance and investment firms, media companies and consultants. The MICs government relations team is looking for an EV Policy...

  • Associate Director

    2 days ago


    California, United States KMK Consulting, Inc Full time

    Director/Associate Director, Sales Operations & Incentive CompensationCompany OverviewKMK is a leading global data analytics and technology consulting firm, dedicated to empowering leaders in the Life Sciences sector with data-driven insights for improved decision-making. Our cutting-edge data analytics and software platforms cater to diverse needs,...


  • California, United States Job Board Full time

    Corelight is a cybersecurity startup in the network detection and response (NDR) market, based in downtown San Francisco and Columbus, OH. Our technology helps defend some of the world's most sensitive, mission-critical organizations and gives defenders a commanding view of their environment - so they can outsmart and outlast adversaries. Corelight's unfair...


  • California, United States Iownrenewable Full time

    We invest in people with the shared ambition to create a green and sustainable future for generations to come. At IOWN we are up for big challenges and finding innovative solutions for the green energy future. Interested? Join our team IOWN Renewable Energy, Inc. is seeking a Manager, Project Origination to develop, manage, and execute the creation and...

  • RPA Developer

    2 days ago


    California, United States Ignite Digital Federal Services Full time

    Are you searching for an opportunity to take your career to the next level? Ignite Digital Services is a fast-growing digital transformation company specializing in data and systems integration solutions for the national security sector. Our small business applies data science, program management and technical consulting expertise to help clients implement...


  • California, United States - Full time

    As the Director of Demand Generation, you will lead Shopmonkey's efforts to build market share and grow revenue. This means everything from ideating demand campaigns to managing multi-million dollar budgets. This role is pipeline generating and ultimately benchmarked on the volume, quality, and velocity of revenue.We're looking for a seasoned, metrics-driven...


  • California City, United States HireIO Inc Full time

    The Solution Architect (SA) role is a KEY pre-sales technical position in Alibaba Cloud’s international business division. Our seasoned solution architects offer comprehensive IT knowledge and industry insights when crafting solutions for customers and partners. Solution Architects are ultimately responsible for architecting cloud and data transformation...


  • California City, United States HireIO Inc Full time

    The Solution Architect (SA) role is a KEY pre-sales technical position in Alibaba Cloud's international business division. Our seasoned solution architects offer comprehensive IT knowledge and industry insights when crafting solutions for customers and partners. Solution Architects are ultimately responsible for architecting cloud and data transformation...