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Integrated Family Wealth Strategist
Job in
Franklin, Milwaukee County, Wisconsin, 53132, USA
Listed on 2026-07-29
Listing for:
Northwestern Mutual
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Northwestern Mutual is seeking a Family Wealth Strategist based in Franklin, WI. This dynamic role involves serving as the Lead Advisor's counterpart, providing consultative services and integrating wealth management strategies for high-net-worth families. Candidates should hold a Juris Doctor (JD) and the CERTIFIED FINANCIAL PLANNER® designation, with a minimum of 12 years of related experience.
The ideal candidate will utilize their legal expertise and financial planning knowledge to design comprehensive strategies aligning clients’ financial goals with their values, ensuring seamless delivery across various areas.
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