Senior HNW Wealth Planning Analyst & Insurance Strategist
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Finance & Banking
Job Description & How to Apply Below
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.
This role, Senior HNW Wealth Planning Analyst & Insurance Strategist at Northwestern Mutual Group, could be your next move.
The position is based in Milwaukee, WI, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 119..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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