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Financial Planning Consultant

2 months ago

Madison, Wisconsin, United States Northwestern Mutual Full time
Job Summary

We are seeking a highly skilled Financial Planning Consultant to join our team at Northwestern Mutual. As a key member of our Financial Planning and Consultation team, you will play a critical role in driving the adoption of our new planning experience with existing advisors and new recruits.

Key Responsibilities
  • Drive the achievement of KPIs for the Financial Planning and Consultation team with your assigned target audience.
  • Partner with Region leads and Assistant Director of Financial Planning and Consultation to ensure alignment of objectives and establish expectations for assigned offices and advisors.
  • Engage with advisors and staff in person to provide personalized coaching to master the software and related processes.
  • Educate and collaborate with field leaders to promote NM's planning philosophy, increase planning adoption, and help influence risk and investment product sales.
  • Provide quality planning and sales consultations and presentations to the field on the integration of financial products to create solutions for clients.
  • Maintain an extensive in-person presence with your assigned target audience to build relationships and promote local culture around digital tools and financial planning.
Requirements
  • Series 7 required.
  • Minimum of 3 years professional work experience.
  • Able to travel in assigned region approximately 20%.
  • In-depth understanding of financial services products and financial planning.
  • Excellent knowledge and application of consultation skills.
  • Robust mastery of Northwestern Mutual planning software.
Preferred Qualifications
  • CFP preferred or other relevant designations such as CLU, ChFC, CFA, CASL, MSFS, or other advanced degree.
  • Client-facing financial planning experience preferred.
Compensation and Benefits

We offer a competitive salary range of $75,180.00 to $139,620.00, depending on experience and qualifications. Additionally, we provide comprehensive benefits, flexible work schedules, and a concierge service.

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.