Senior Financial Strategist

4 days ago

Monroeville, Pennsylvania, United States Northwestern Mutual Full time

About Northwestern Mutual

At Northwestern Mutual, we're committed to helping our clients achieve financial security. Our team of dedicated professionals works tirelessly to deliver personalized solutions that meet the unique needs of each client.

Salary Range

We offer a competitive salary range of $65,000 - $85,000 per year, depending on experience and qualifications.

Job Description

The Senior Financial Strategist works closely with financial representatives to develop comprehensive financial plans that integrate risk and investment products. This role requires strong analytical and problem-solving skills, as well as excellent written and verbal communication abilities.

Responsibilities:

  • Promote a planning culture aligned to Northwestern Mutual's philosophy and best practices.
  • Provide product options based on client needs, risk profile, time horizon, and preferences.
  • Reinforce registered representative adherence to network office business and compliance guidelines.
  • Develop integrated packages for financial representatives to deliver to clients, including risk product illustrations, proposals, and Investment Policy Statements.

Required Skills and Qualifications:

  • Bachelor's Degree in business, finance, or related field.
  • Life, Accident & Health Insurance licenses (required within 90 days of employment).
  • Series 6 & 63 (recommended).
  • Advisory services and broker/dealer experience with demonstrated investment knowledge and understanding of markets, products, platforms, and services.
  • Strong analytical, problem-solving, written, and verbal communication skills.

Benefits

We offer a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.

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