Financial Planning Business Consultant

Financial Planning Business Consultant

Join to apply for the Financial Planning Business Consultant role at Northwestern Mutual
.

• 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 advisor 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 at 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.
• Drive the achievement of the goals for the Planning and Wealth Consulting Team.
• Other responsibilities may be assigned as necessary.

• Series 7 required.
• Bachelor’s degree in business, finance or related field.
• 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.
• Confidence in counseling 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.
• Passionate about Northwestern Mutual Financial Planning process, products and services.
• Ability to utilize a financial planning software or previous experience using Northwestern Mutual’s Financial Planning software.
• Empathetic – can put yourself in the shoes of an advisor and see the plan from their perspective.
• 3 years as a financial planner, investment sales producer, or CFP preferred. Ability to travel as needed.

Pay Range – Start: $76,650.00

Pay Range – End: $

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Mid‑Senior level

Full‑time

Consulting, Information Technology, and Sales