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Financial Planning Business Consultant
Milwaukee, WI
Job Description
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Financial Planning Services (FPS) is a Shared Business Service that provides integrated financial planning support to advisors and Network Office teams. FPS continues to grow the volume of work produced and the number of financial representatives supported. Additionally, FPS has aligned their operating plan to support the enterprise PX adoption efforts and the retirement income distribution philosophy and tool. This position will play a key role in supporting these efforts.The Financial Planning Business Consultant 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 shared business services; drives adoption of Northwestern Mutual's planning and investment philosophies; and supports 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.Responsibilities include:Consults with advisors on financial planning, product options, suitability, and investment concepts and strategies.Analyzes clients' financial goals, current situation and portfolio. Thoroughly documents case notes and thought process for recommendations presented to advisors. Develops appropriate recommendation options to meet client needs, risk profile, time horizon and preferences.Coaches on the presentation of financial plans, investment cases and successful client presentation including handling client objections.Leads projects to enhance the program to increase alignment with planning, integrate investments and increase productivity in field offices. This includes development of tools, training and other materials needed to introduce and expand planning related services.Leads training and education through designing, planning, coordinating and presenting on topics including program administration, financial planning, investments, technology and workflow.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.Requirements:Bachelor's degree in business, finance or related field.FINRA Series 7 required.Minimum 3-5 years of financial services experience including both 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.Subject matter expertise in retirement planning and retirement markets a plus.Confidence in counseling financial representatives on a variety of proactive approaches and solutions.Strong analytical skills, problem solving, attention to detail and accuracy.Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization.High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results.3 years as a financial planner, investment sales producer, or CFP preferred.Ability to travel as needed. This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting. Required Certifications: Series 7 - FINRA, SIE - FINRA Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now! 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.
Job Summary
Company
Northwestern Mutual Life
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
3 to 5 years
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