Senior HNW Wealth Planning Analyst & Insurance Strategist

Northwestern Mutual Group; Milwaukee (WI); On-site; USD 119,000 - 178,000; Full time

Benefits offered by this job

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Job summary

Northwestern Mutual is seeking a Wealth Planning Analyst to join the Sophisticated Planning Strategies team. You will provide advanced financial planning and insurance strategies for HNW clients, collaborating with legal and tax professionals to address complex objectives.

Role requires CFP designation, Series 6/7, insurance licensing, and a strong consultative approach. The position emphasizes client service, teamwork, and expert planning for wealth transfer and estate goals.

Qualifications

• Bachelor’s degree in a related field is required.
• Eight+ years of financial planning experience with HNW knowledge.
• CFP designation is required.
• Series 6 or 7 required or to be obtained within 180 days.
• State license for insurance required or to be obtained within 180 days.
• Experience developing comprehensive financial plans and presenting tailored recommendations.
• Strong knowledge of life insurance products and advanced planning solutions.
• Familiarity with HNW estate, tax, business succession and wealth transfer objectives.

Responsibilities

• Collaborate with Private Client Group advisors to build plans focusing on estate planning, tax optimization, and executive compensation.
• Provide in-depth case consultation and review of legal, tax, financial, and insurance documentation.
• Model advanced planning concepts including sophisticated life insurance strategies using internal and external software.
• Present strategies to advisors and clients, influencing decisions and implementation.
• Develop relationships with internal stakeholders to tailor timely financial recommendations.
• Demonstrate empathy and address client concerns effectively.
• Ensure timely responses to client inquiries and maintain high client satisfaction.

Skills

Adaptive Communication

Attention to Detail

Consulting

Customer Centricity

Education

Bachelor’s degree

Tools

Excel

Job description

Northwestern Mutual is seeking a Wealth Planning Analyst to join the Sophisticated Planning Strategies team. You will provide advanced financial planning and insurance strategies for HNW clients, collaborating with legal and tax professionals to address complex objectives.

Role requires CFP designation, Series 6/7, insurance licensing, and a strong consultative approach. The position emphasizes client service, teamwork, and expert planning for wealth transfer and estate goals.