Strategic Financial Planning Consultant

Northwestern Mutual; Wisconsin; Hybrid; USD 89,000 - 147,000; Full time

Job summary

Northwestern Mutual is seeking a financial planning professional to partner with field advisors and grow integrated planning practices across Wisconsin. You will consult on planning, investments and processes, and help implement solutions aligned with client goals.

The role requires FINRA Series 7, a business/finance degree, and 3–5 years of financial services experience. Occasional travel may be needed as part of the client and advisor engagement.

Qualifications

• FINRA Series 7 required.
• Bachelor's degree in business, finance or related field.
• Minimum 3-5 years of financial services experience including brokerage and advisory platforms.
• Ability to travel as needed.
• Strong analytical, communication and client-facing skills.

Responsibilities

• Partner with financial advisors to help them build and grow integrated planning practices.
• Provide in-depth consultation on financial planning, sales processes, products and implementation.
• Lead projects to enhance centralized service models and drive adoption of planning philosophies.
• Analyze clients' financial goals and portfolios to develop comprehensive plans.
• Coach on presenting financial plans and handling client objections.

Skills

Adaptive Communication

Analytical Thinking

Cross Functional Partnering & Planning

Customer Market Knowledge

Education

Bachelor's degree in business, finance or related field

CFP designation or other financial planning designation preferred

Tools

Series 7

SIE

Job description

Northwestern Mutual is seeking a financial planning professional to partner with field advisors and grow integrated planning practices across Wisconsin. You will consult on planning, investments and processes, and help implement solutions aligned with client goals.

The role requires FINRA Series 7, a business/finance degree, and 3–5 years of financial services experience. Occasional travel may be needed as part of the client and advisor engagement.