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Financial Planning & Consultation Consultant

Company: Northwestern Mutual
Location: Milwaukee
Posted on: May 15, 2022

Job Description:

AT NORTHWESTERN MUTUAL, WE ARE STRONG, INNOVATIVE AND GROWING. WE INVEST IN OUR PEOPLE. WE CARE AND MAKE A POSITIVE DIFFERENCE.WHAT'S THE ROLE?As Northwestern Mutual continues its client experience transformation for 2022, there is a renewed investment around financial planning as the approach for working with clients to help them achieve financial security.The Planning Experience team will be focused on delivering results for the adoption of the new planning experience with existing advisors and new recruits who join Northwestern Mutual. This role will have an opportunity to travel and spend significant time in person working with advisors, their staff, and office leadership where applicable, to help them become deeply skilled in delivering high quality plans to their prospects and clients. Further, they will lead large kick off events, present training content in group settings, represent PX at nationwide conferences and field events, and present regularly within the home office.This role has a flexible work location option. The work can be done remotely.Bring Your Best! What this role needs:

  • Series 7 required or obtained within 6 months
  • Minimum of 3 years professional work experience.
  • Able to travel in assigned region approximately 20%
  • In-depth understanding of financial services products and financial planning. Excellent knowledge and application of consultation skills.
  • Robust mastery of one or both of Northwestern mutual planning software (PX and PPA)
  • Confident ability to consult on complex topics and scenarios and propose effective, needs-based solutions. Ability to identify and address problems, opportunities, wants and needs of the field and their clients in a suitable manner
  • Exceptional problem-solving capabilities.
  • Deeply patient, wiling to teach and work through the adoption of financial planning.
  • Focused on outcomes v. process (delivers on what matters most).
  • Able to act as the owner of workstream. Identify and recommend changes/improvements to the existing process to improve adoption of planning and delivery of sales
  • Able to gain buy-in from teams you work with and inspire confidence in the new planning process and sales
  • Empathetic - can put yourself in the shoes of our field roles (Staff, Advisor, MD, Ds, etc) and see their perspective.
  • Willing to develop a deep subject matter expertise in the digital product portfolio
  • Passionate about Northwestern Mutual Financial Planning process, products and services#IN-POST#LI-POSTThis position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Required Certifications:Series 7 - FINRAGROW 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.If you work or would be working in Colorado or outside of a Corporate location, please click here for information pertaining to compensation and benefits.

    FIND YOUR FUTUREWe're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.Flexible work schedulesConcierge serviceComprehensive benefitsEmployee resource groups

Keywords: Northwestern Mutual, Milwaukee , Financial Planning & Consultation Consultant, Accounting, Auditing , Milwaukee, Wisconsin

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