At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
Summary
Part of a team of financial, legal and tax professionals that designs plans and implements solutions for clients with complex planning needs. Provides in-depth case consultations and strategies, synthesizes key financial data, and delivers customized comprehensive plans for high net-worth clients. Also assumes a leadership role on the team to mentor and coach analyst team, as well as helping to develop/improve processes and deliverables. Must bring financial planning acumen, strong communication skills, deep industry knowledge, and ability to lead/influence the team.
Primary Duties & Responsibilities -
- Partner with SPS attorneys to build out wealth plans for top advisors and their HNW Clients.
- Collaborate to gather pertinent client facts and objectives, and to provide planning recommendations.
- Use internal and 3rd party software to model specific recommendations in collaboration with lead attorney; analyze client financial data to build strategies to drive client decision-making.
- Handle ongoing case communications with advisor, including managing incoming documents and background information from client.
- Produce various analytical output for top advisors as requested, per the SPS deliverable/output standards.
- Deliver wealth plans and other analyses to advisors and clients, often in a lead role. Track field interaction and case development in field systems.
- Review analyst output and oversee meetings to provide feedback, coaching and improvement to analyst team. Assist with corrective action when needed.
- Work with other SPS team leaders to develop new planning output/deliverables to be offered to advisors.
- Lead analyst team to develop and improve processes for integrating new software solutions; assist with development of efficient processes.
- Monitor analyst team capacity; make assignments on incoming engagements.
Qualifications
- Bachelor’s degree required, preferably in business, finance, economics or accounting.
- Series 6 or 7 required.
- CFP Required. Other advanced degree or designation preferred. (MBA, CFA, CPA or JD)
- Minimum 12 years of experience in financial planning, directly working with advisors and HNW Clients.
- Outstanding verbal and written client-centric communication skills, with ability to translate complex topics. Strong presentation skills with emphasis on advisor success.
- Strong organizational skills with ability to manage large amounts of data. Must be able to work independently and as part of a team. Able to manage projects involving other professionals and over long periods of time.
- Advanced experience with financial planning software and Excel, Powerpoint, and CRM systems.
- Ability to demonstrate leadership; ability to coach/mentor others.
- Proven ability to develop rapport and strong relationships with financial advisors.
- Strong expertise and willingness to deepen knowledge across these areas: financial planning, insurance and investment products, estate and business planning, as well as HNW planning strategies.
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.
Required Certifications:
Series 6 - FINRA, Series 7 - FINRA
Compensation Range:
Pay Range - Start: $121,030.00
Pay Range - End: $224,770.00
Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location.
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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.
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