Financial Planning Business Consultant

Northwestern Mutual; United States; Remote; USD 76,000 - 143,000; Full time

Job summary

A leading financial services company is seeking a qualified professional to enhance productivity and profitability by supporting financial advisors. The role involves analyzing client portfolios, providing consultation, and leading training initiatives. Candidates should possess strong analytical and communication skills, along with a Bachelor's degree in finance or business. Competitive compensation is offered, reflecting skills and experience.

Qualifications

• Minimum of 3-5 years of financial services experience.
• At least 3 years as a financial planner or investment sales producer preferred.

Responsibilities

• Enhances field productivity by partnering with financial advisors.
• Analyzes clients' financial goals and develops recommendations.
• Leads training and education on financial planning and investments.

Skills

Analytical

Problem-Solving

Communication

Leadership

Organizational

Education

Bachelor's degree in business, finance, or related field

Job description

Primary Duties and Responsibilities

• Enhances field productivity and profitability by partnering 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.
• Consults with advisors on financial planning, product options, suitability, and investment concepts and strategies.
• Analyzes clients' financial goals, current situations, and portfolios. Documents case notes and thought processes thoroughly for recommendations presented to advisors. Develops appropriate recommendation options to meet client needs, risk profiles, time horizons, and preferences.
• Coaches advisors on presenting financial plans, investment cases, and handling client objections effectively.
• Leads projects to enhance the program, increasing alignment with planning, integrating investments, and boosting productivity in field offices. Develops tools, training, and materials to expand planning-related services.
• Leads training and education by designing, planning, coordinating, and presenting topics such as program administration, financial planning, investments, technology, and workflow.
• Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to improve retention and productivity of financial representatives and field offices.
• Performs other responsibilities as necessary.

Qualifications

• Series 7 required.
• Bachelor's degree in business, finance, or related field.
• Minimum of 3-5 years of financial services experience, including 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 proactive approaches and solutions.
• Strong analytical, problem-solving, attention to detail, and accuracy skills.
• Excellent consultation, organizational, and communication skills, including the ability to establish rapport at all organizational levels.
• High self-motivation, leadership, and initiative in sharing information, contributing to group goals, and assuming responsibility for results.
• At least 3 years as a financial planner, investment sales producer, or CFP preferred. Ability to travel as needed.

This position is classified as a Registered Representative under NMIS guidelines and requires fingerprinting. Series 7 - FINRA, SIE - FINRA

Compensation Range:

Start: $76,650.00

End: $142,350.00

Geographic Specific Pay Structure:

195 - Structure 110: $84,350.00 - $156,650.00

195 - Structure 115: $88,130.00 - $163,670.00

We believe in fairness and transparency. While we share salary ranges, final salaries depend on skills, experience, market conditions, location, and other factors. For those in California, New York City, or other eligible locations, geographic-specific pay structures, compensation, and benefits may apply. Click here to learn more.

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Northwestern Mutual is an equal opportunity employer committed to diversity and creating an environment where employees can contribute, lead, and meet their objectives.