Advisor-Focused Financial Planning Strategist

Northwestern Mutual; Madison (WI); On-site; USD 89,000 - 134,000; Full time

Job summary

Northwestern Mutual is seeking a seasoned professional to partner with financial advisors to build and grow integrated planning practices across our field offices. You will provide in-depth planning consultation, support product options, and help implement standardized processes that align with NM’s planning philosophy.

You will lead initiatives to develop tools, training, and resources, while refining workflows and driving change management to boost productivity and client outcomes.

Qualifications

• FINRA Series 7 required.
• Bachelor’s degree in business, finance or related field.
• 3–5 years of financial services experience including both brokerage and advisory 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.
• Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization.

Responsibilities

• Partners with financial advisors to help them build and grow integrated planning practices.
• Provides in-depth consultation and support to advisors on financial planning, sales processes, products and implementation.
• Identifies and develops best practices, tools, training and resources needed to introduce successful financial planning services to the field.
• Leads 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.
• Supports workflow refinement, team development and change management in alignment with Northwestern Mutual’s evolving distribution strategy.
• Coaches on the presentation of financial plans, investment cases and successful client presentation including handling client objections.
• Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices.

Skills

Adaptive Communication

Analytical Thinking

Cross Functional Partnering & Planning

Customer, Market & Ecosystem Knowledge

Financial Case Consultation & Res.

Education

Bachelor’s degree in business/finance

Tools

FINRA Series 7

SIE - FINRA

Job description

Northwestern Mutual is seeking a seasoned professional to partner with financial advisors to build and grow integrated planning practices across our field offices. You will provide in-depth planning consultation, support product options, and help implement standardized processes that align with NM’s planning philosophy.

You will lead initiatives to develop tools, training, and resources, while refining workflows and driving change management to boost productivity and client outcomes.