At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
Summary
Part of a team of financial, legal and tax professionals that designs plans and implements solutions for clients with complex planning needs. Provides in-depth case consultations and strategies, synthesizes key financial data, and delivers customized comprehensive plans for high net-worth clients. Also assumes a leadership role on the team to mentor and coach analyst team, as well as helping to develop/improve processes and deliverables. Must bring financial planning acumen, strong communication skills, deep industry knowledge, and ability to lead/influence the team.
Primary Duties & Responsibilities -
- Partner with SPS attorneys to build out wealth plans for top advisors and their HNW Clients.
- Collaborate to gather pertinent client facts and objectives, and to provide planning recommendations.
- Use internal and 3rd party software to model specific recommendations in collaboration with lead attorney; analyze client financial data to build strategies to drive client decision-making.
- Handle ongoing case communications with advisor, including managing incoming documents and background information from client.
- Produce various analytical output for top advisors as requested, per the SPS deliverable/output standards.
- Deliver wealth plans and other analyses to advisors and clients, often in a lead role. Track field interaction and case development in field systems.
- Review analyst output and oversee meetings to provide feedback, coaching and improvement to analyst team. Assist with corrective action when needed.
- Work with other SPS team leaders to develop new planning output/deliverables to be offered to advisors.
- Lead analyst team to develop and improve processes for integrating new software solutions; assist with development of efficient processes.
- Monitor analyst team capacity; make assignments on incoming engagements.
Qualifications
- Bachelor's degree required, preferably in business, finance, economics or accounting.
- Series 6 or 7 required.
- CFP Required. Other advanced degree or designation preferred. (MBA, CFA, CPA or JD)
- Minimum 12 years of experience in financial planning, directly working with advisors and HNW Clients.
- Outstanding verbal and written client-centric communication skills, with ability to translate complex topics. Strong presentation skills with emphasis on advisor success.
- Strong organizational skills with ability to manage large amounts of data. Must be able to work independently and as part of a team. Able to manage projects involving other professionals and over long periods of time.
- Advanced experience with financial planning software and Excel, Powerpoint, and CRM systems.
- Ability to demonstrate leadership; ability to coach/mentor others.
- Proven ability to develop rapport and strong relationships with financial advisors.
- Strong expertise and willingness to deepen knowledge across these areas: financial planning, insurance and investment products, estate and business planning, as well as HNW planning strategies.
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.
Required Certifications:
Series 6 - FINRA, Series 7 - FINRA
Compensation Range:
Pay Range - Start:
$121,030.00
Pay Range - End:
$224,770.00
Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.
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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, or any other characteristic protected by law.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.
FIND YOUR FUTURE
We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
Top Skills
What We Do
You’ll Like It Here
At Northwestern Mutual, we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years.
Here, you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs.
We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities, commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://www.northwesternmutual.com/
Why Work With Us
We invest in our people. We know careers are about choices, so we provide intentional opportunity. Here you can build creative ways to make finance accessible anywhere and revolutionize traditional processes. As a mutual company, our focus is our people — whether professional development or investments in the community.
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Northwestern Mutual Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We offer a flexible, hybrid approach for our employees . Teams are in the office a few days a week and work from home the others.