Strategic Financial Solutions Consultant

4 days ago


Columbus, Ohio, United States Northwestern Mutual Full time

We are strong, innovative and growing. We invest in our people. We care and make a positive difference.

Primary Responsibilities
  • Partner with financial advisors to enhance field productivity and profitability by building and growing integrated planning practices.
  • Provide in-depth consultation and support to advisors on financial planning, sales processes, products and implementation.
  • Identify and develop best practices, tools, training and resources needed to introduce successful financial planning services to the field.
  • Lead projects to enhance centralized service models; drive adoption of Northwestern Mutual's planning and investment philosophies; and support the growth of integrated advisors in the field.
  • Support workflow refinement, team development and change management in alignment with Northwestern Mutual's evolving distribution strategy.
  • Consult with advisors on financial planning, product options, suitability, and investment concepts and strategies.
  • Analyze clients' financial goals, current situation and portfolio. Thoroughly document case notes and thought process for recommendations presented to advisors.
  • Develop appropriate recommendation options to meet client needs, risk profile, time horizon and preferences.
Qualifications
  • Bachelor's degree in business, finance or related field.
  • Series 7 License required.
  • Minimum 3-5 years of financial services experience including both brokerage and advisory investment platforms with demonstrated investment knowledge and understanding of markets, products, platforms and services.
  • Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals.
  • Confidence in counseling representatives on a variety of proactive approaches and solutions.
  • Strong analytical skills, problem solving, attention to detail and accuracy.
  • Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization.
  • High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results.
Compensation

The estimated salary range for this position is $75,180 - $139,620 annually, based on location and qualifications.

We offer a competitive compensation package, including flexible work schedules, comprehensive benefits, and employee resource groups. Join us to grow your career and enjoy first-class perks, commitment to diversity and inclusion, and PandoLogic Category: Marketing & Biz Dev.


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