Financial Planning Expert

3 weeks ago


Franklin, Wisconsin, United States Northwestern Mutual Careers Full time
Job Overview

We are seeking a highly skilled and experienced Financial Planning Expert to join our team at Northwestern Mutual. This role is responsible for driving the achievement of KPIs for the Financial Planning and Consultation team with assigned target audiences.

The ideal candidate will have a minimum of 3 years professional work experience, excellent knowledge and application of consultation skills, and robust mastery of Northwestern Mutual planning software. They will also be able to travel in assigned regions approximately 20% of the time.

This position requires a deep understanding of financial services products and financial planning. The successful candidate will be able to identify and address problems, opportunities, wants and needs of the field and their clients in a suitable manner. Additionally, they will be deeply patient, willing to teach and work through the adoption of financial planning. Salary: $80,000 - $120,000 per year.

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