Financial Planning High Net Worth, Analyst

1 month ago

Milwaukee, United States Northwestern Mutual Full time
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

Summary:

Part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Responsible for casework for high net-worth clients and business owners, and developing and maintaining industry-leading financial planning and life insurance product positioning expertise. Understanding of estate, business, retirement, and financial planning concepts and how risk and investment products intersect.  Ability to prepare comprehensive financial plans for high net-worth clients using Concierge Planning’s proprietary planning process and output.

Primary Duties & Responsibilities :

  • Analyzing financial documents and accurately assess and enter financial data into financial planning software.
  • Analyzing clients' financial statuses to assist attorney in building wealth plans.
  • Analyzing existing insurance/ investment products a client may own • Recommending appropriate insurance product solutions
  • Creating insurance illustrations and/or investment proposals Ability to coordinate work with other areas of the Home Office such as underwriting or specialty markets.
  • Building financial plans with or without collaboration from others with an emphasis on fitting products and solutions into the estate and/or business markets.
  • Organizing casework and coordinating advisor communication
  • Run and participate in client meetings with the advisors Staying current with the latest company products and strategies as well as understanding what is happening in the marketplace
  • Various projects as assigned

Qualifications:

  • Bachelor’s degree, preferably in business, actuarial, finance or IS.
  • Minimum of 4 - 8 years of experience in financial planning, insurance sales, insurance products, or life insurance sales support. A consulting role with clients or advisors is preferred.
  • Business planning expertise is strongly preferred, or the ability to learn.
  • CLU, ChFC, CFA, CPA, or CFP strongly preferred.
  • Series 6 or 7 required (within 6 months of hire).
  • Very strong analytical skills.
  • Strong written and verbal communication skills.
  • Ability to communicate and develop relationships with financial advisors and others in the Home Office. Has an excellent understanding of life insurance and product positioning for affluent clients and business owners. Team player, with the ability to work with others frequently.

LI-Hybrid #LI-Onsite

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 in dividual 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 additiona l information relating to location-based pay structures.

Job Posting End Date:

The timeline for this job posting may be shortened or extended based on organizational needs

Grow your career with a best-in-class company that puts our client’s 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.

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion. 

  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups
PandoLogic. Keywords: Financial Planning Analyst, Location: MILWAUKEE, WI - 53205 , PL: 593731794

  • Financial Planning High Net Worth, Analyst

    4 weeks ago

    MILWAUKEE, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Responsible for casework for high net-worth clients and business...

  • Financial Planning High Net Worth, Analyst

    4 weeks ago

    Milwaukee, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Responsible for casework for high net-worth clients and business owners, and developing...

  • Financial Planning High Net Worth, Analyst

    2 months ago

    Milwaukee, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Responsible for case work for high net worth clients and business owners, and developing and...

  • Financial Planning High Net Worth, Analyst

    1 month ago

    Milwaukee, United States Northwestern Mutual Life Insurance Company Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Responsible for casework for high net-worth clients and business owners, and developing and...

  • Financial Planning High Net Worth, Analyst

    3 weeks ago

    Milwaukee, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Responsible for casework for high net-worth clients and business owners, and developing and...

  • Financial Planning High Net Worth, Analyst

    1 month ago

    Milwaukee, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Responsible for casework for high net-worth clients and business...

  • High Net Worth Planning Consultant

    2 months ago

    Milwaukee, United States Northwestern Mutual Life Insurance Company Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Provides in-depth conceptual and practical knowledge and case consultation, reviews tax and...

  • Assistant Director- High Net Worth Tax Planning

    3 months ago

    Milwaukee, United States TIER4 GROUP Full time

    Job DescriptionJob DescriptionOur Fortune 100 client is seeking an Assistant Director- High Net Worth Tax Planning to join leadership. The candidate must either reside in Milwaukee, the Chicago area. They are open to NYC but have a strong preference for Milwaukee or Chicago area.Summary:Part of a team of financial professionals that design plans and...

  • Financial Planning Analyst

    1 week ago

    Milwaukee, Wisconsin, United States MillerCoors Brewing Company Full time

    Position Overview:As a Financial Analyst at MillerCoors Brewing Company, you will be an integral part of the Global Business Services (GBS) team. Your role will encompass providing essential support across various financial functions, including but not limited to month-end closing, budgeting, forecasting, reporting, and analytical troubleshooting.Key...

  • Financial Planning Analyst

    1 week ago

    Milwaukee, Wisconsin, United States Timothy Jon & Associates Full time

    Job OverviewCompany Background:Timothy Jon & Associates stands as a prominent player in the commercial real estate sector, marked by exceptional growth and a commitment to excellence. This mid-sized firm prides itself on delivering outstanding service to its clients, consistently exceeding expectations.With a vibrant workplace culture, the company...

  • Financial Planning Specialist

    2 months ago

    Milwaukee, United States WestPoint Financial Group Full time

    Job DescriptionJob DescriptionWestPoint Financial Group is seeking a Financial Planning Specialist to join our Financial Planning department in one of our district offices (Chicago, Indianapolis, or Milwaukee). A financial planning specialist provides the highest level of planning services for clients by analyzing each client's goals and financial...

  • Lead Financial Planning Analyst

    1 week ago

    Milwaukee, Wisconsin, United States API Delevan Full time

    Position Overview:API Delevan is looking for a Division Senior FP&A Analyst to join our team within the Industrial Powertrain Solutions Segment. This pivotal role will enhance our financial planning, reporting, and analytical capabilities within the division.Key Responsibilities:Facilitate monthly operational reviews, annual financial plans, and long-term...

  • Lead Financial Analyst

    1 week ago

    Milwaukee, Wisconsin, United States BMO Financial Group Full time

    Role Overview:The Senior Financial Analyst plays a crucial role in evaluating and interpreting various credit data to assist in lending decisions and processes for BMO Financial Group. This position is dedicated to fostering a client-centric atmosphere that not only meets but exceeds customer expectations.Key Responsibilities:Initiate cross-selling...

  • Senior Financial Analyst

    18 hours ago

    Milwaukee, Wisconsin, United States Rockwell Automation Full time

    About the RoleWe are seeking a highly skilled Lead Financial Analyst to join our team at Rockwell Automation. As a key member of our finance team, you will play a critical role in supporting the Plex Go-To-Market line of business.Key ResponsibilitiesProvide accurate and timely worldwide sales data to support revenue accounting and sales operations...

  • Lead Financial Analyst

    1 week ago

    Milwaukee, Wisconsin, United States BMO Financial Group Full time

    Overview:The Senior Financial Analyst plays a crucial role in evaluating and interpreting various credit data to support lending decisions and processes within the organization. This position is dedicated to fostering a client-centric atmosphere that not only meets but surpasses customer expectations.Key Responsibilities:Develops initiatives for...

  • Financial Planning

    1 month ago

    Milwaukee, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Support the Company's overall expense management process, focusing on ensuring optimal use of Company resources and ultimately protecting or maintaining product value and financial strength either at the corporate...

  • Financial Planning

    4 weeks ago

    MILWAUKEE, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Support the Company's overall expense management process, focusing on ensuring optimal use of Company resources and ultimately protecting or maintaining product value and financial strength...

  • Financial Planning

    1 month ago

    Milwaukee, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Support the Company's overall expense management process, focusing on ensuring optimal use of Company resources and ultimately protecting or maintaining product value and financial strength either at the corporate...

  • Senior Financial Analyst

    5 days ago

    Milwaukee, Wisconsin, United States A. O. Smith Corporation Full time

    About A. O. Smith CorporationA. O. Smith Corporation is a leading manufacturer of water heating and water treatment technologies, with a rich history spanning over 150 years. As a $3.9 billion company, we employ over 13,000 individuals globally who are committed to providing innovative water technology solutions.We take pride in our company's values and...

  • Financial Analyst

    2 weeks ago

    Milwaukee, United States Truity Partners Full time

    Financial Analyst (39861) Our client is an organization in the Milwaukee area looking for a Financial Analyst. This company is looking for someone with 2+ years of experience, experience working with capital, and strong analytical skills. This company offers a brand-new office downtown Milwaukee, an employee first mentality, and a hybrid work...