Financial Services Consultant

2 days ago


Milwaukee, Wisconsin, United States Northwestern Mutual Full time

About Northwestern Mutual

">

We are a leading provider of financial services, committed to helping our clients achieve their long-term goals. Our team is dedicated to delivering exceptional customer experiences and building lasting relationships.

">

Compensation Range

">

The salary for this position is estimated at $93,401.00 - $169,341.00, based on the company's geographic-specific salary structure and the candidate's skills, education, and experience.

">

Job Description

">

This role involves providing expert guidance to advisors on life insurance products, including case consultations and sales execution strategies. You will work closely with a high-performing team of experts to drive advisor engagement and deliver insurance product education and training.

">

You will possess a strong understanding of financial services products, including financial planning, and excellent knowledge and application of consultation skills. The ideal candidate will have a proven track record of delivering complex projects and collaborating across departments and divisions.

">

Key Responsibilities

">
  • ">
  • Drive advisor engagement to deliver insurance product education and training">
  • Define the implementation of product solutions to complete financial plans">
  • Collaborate across departments and divisions to align to the company's mission and goals">
  • Deliver training on a full breadth of products, markets, sales concepts, and related planning topics">
  • Featured speaker at events in the home office or in the network office">
  • Act as a sales coach and consultant to advisors on life insurance products">
">

Required Skills and Qualifications

">

The ideal candidate will have:

">
  • ">
  • Bachelor's degree in business, finance, marketing, or a related field">
  • Minimum of 8 years' experience in a financial services environment focused on presenting and educating audiences on financial products">
  • FINRA Series 6 required">
  • Excellent knowledge and application of consultation skills">
  • Demonstrated ability to lead large and/or high-impact projects">
  • Demonstrated ability to develop and deliver clear and smooth presentations">
">

Benefits

">

Northwestern Mutual offers a range of benefits, including flexible work schedules, comprehensive benefits, and employee resource groups.

">

About Us

">

We're a leading provider of financial services, committed to helping our clients achieve their long-term goals. Join our team and contribute to our mission to make a positive difference in people's lives.



  • Milwaukee, Wisconsin, United States Mosaic Financial Partners Full time

    About the RoleWe are seeking a highly skilled and organized Financial Services Coordinator to join our team at Mosaic Financial Partners.As a key member of our operations team, you will play a vital role in supporting the daily activities of our financial advisors and ensuring the smooth delivery of our services to clients.Job ResponsibilitiesPrepare and...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    As a customer service representative at Wintrust Financial, you will be responsible for delivering exceptional banking experiences to our clients. We are seeking a motivated and detail-oriented individual to join our team as a Teller.About UsWintrust Financial is a leading financial holding company with a strong presence in the Chicago area. Our company...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    As a Financial Services Expert at Northwestern Mutual, you will have the opportunity to leverage your expertise in financial services to drive advisor growth and success. With a focus on delivering training and education, this role requires excellent knowledge of financial products and services, including financial planning.The ideal candidate will possess...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    Job OverviewWe are seeking a talented Financial Relationship Professional to join our team at Wintrust Financial. As a key member of our organization, you will play a crucial role in building and maintaining strong relationships with our customers.Salary InformationThe estimated annual salary for this position is between $60,000 and $80,000, depending on...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    At Northwestern Mutual, we're driving innovation and growth. Our commitment to investing in our people has earned us a strong reputation as a leader in the industry.Job Summary:We're seeking a highly skilled Financial Operations Improvement Consultant to join our team. This is an exciting opportunity to drive accuracy and efficiency improvements for all...

  • Financial Director

    4 days ago


    Milwaukee, Wisconsin, United States Milwaukee Health Services Full time

    Overview">Milwaukee Health Services is a dynamic healthcare organization dedicated to delivering exceptional patient care and promoting health education.">The Financial Director will play a vital role in driving our financial strategy, ensuring the effective management of resources, and providing accurate financial reporting.">Job Description:">Lead...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    About Wintrust FinancialWintrust Financial Corporation is a financial holding company with a rich history of serving diverse communities. Our unique business model is powered by talented colleagues who prioritize customer satisfaction and achieve exceptional results.Job SummaryWe are seeking a skilled Part-Time Teller to join our team. As a key member of our...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    Company OverviewWintrust Financial is a financial holding company with approximately $62 billion in assets, listed on the NASDAQ Global Select Market. Guided by its 'Different Approach, Better Results' philosophy, Wintrust offers sophisticated resources and a community banking experience to each customer.The company operates over 200 retail banking locations...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    Job OverviewAbout UsWintrust Financial Corporation, a leading financial holding company with approximately $62 billion in assets, operates in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas.We offer a unique business model that combines the resources of a large bank with the community banking...


  • Milwaukee, Wisconsin, United States Vaco Recruiter Services Full time

    Vaco Recruiter Services is seeking an experienced Chief Accounting Officer for one of its clients in Milwaukee, WI.Job OverviewThis role plays a critical part in shaping the company's financial strategy and managing accounting functions across multiple entities.Key Responsibilities:Financial Leadership - Supervising 3-5 team members and vendors; identifying...


  • Milwaukee, Wisconsin, United States COUNTRY Financial Full time

    We are seeking ambitious professionals who want to own their business and help clients prepare for lifes planned and unexpected moments with the right insurance products.About UsCOUNTRY Financial is a leading insurance and financial services company dedicated to helping others plan for their future while also protecting what matters most to them. With nearly...


  • Milwaukee, Wisconsin, United States BCForward Full time

    Job OverviewThe Financial Services Representative will be responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients. This role requires strong communication skills, attention to detail, and the ability to work effectively in a team environment.


  • Milwaukee, Wisconsin, United States Hire Evolution Consulting Full time

    Job OverviewHire Evolution Consulting is seeking a Financial Data Specialist to join our team in Milwaukee, Wisconsin. The successful candidate will be responsible for performing data entry and financial balancing tasks in a fast-paced environment, ensuring accuracy and compliance with company procedures.Estimated Salary: $40,000 - $55,000 per yearKey...


  • Milwaukee, Wisconsin, United States Mutual of Omaha Full time

    We are seeking highly motivated individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable financial practice.About the RoleAs a Financial Representative Trainee, you will participate in a dynamic...


  • Milwaukee, Wisconsin, United States RSM US LLP Full time

    Role OverviewRSM US LLP is a leading provider of professional services to the middle market globally, empowering clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, enabling us to deliver compelling solutions to our clients.You'll find an environment that inspires...


  • Milwaukee, Wisconsin, United States Wisconsin Community Services Full time

    At Wisconsin Community Services, we are seeking an experienced Accounting Specialist to join our team. As a key member of our accounting department, you will be responsible for performing advanced and complex financial analyses, preparing financial reports, and maintaining the general ledger.Job Description:We are looking for a highly skilled professional...


  • Milwaukee, Wisconsin, United States Mount Mary University Full time

    At Mount Mary University, we are seeking a dedicated and strategic Assistant Director of Financial Aid and Veterans Services to join our team. This exciting opportunity offers the chance to make a meaningful impact on student success and help shape the future of higher education.About the RoleThis leadership position plays a vital role in overseeing the...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Company OverviewNorthwestern Mutual is a strong, innovative, and growing financial services company that invests in its people. We care about making a positive difference.


  • Milwaukee, Wisconsin, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're on a mission to deliver exceptional service to our customers and communities. As a Business Technology Consultant, you'll play a critical role in driving business growth and improvement by identifying opportunities to enhance workflow and operating efficiency. Your expertise in systems analysis and development will enable...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Job Description:We are seeking a highly skilled Tax Planning Consultant to join our team at Northwestern Mutual. This individual will work closely with a team of tax, financial, and legal professionals to provide consultation to advisors and design plans for clients with complex planning needs.Key Responsibilities:- Collaborate with CPA team members to...