Financial Planning Consultant
Northwestern Mutual(1 month ago)
About this role
A Planning and Wealth Consultant at Northwestern Mutual partners with financial advisors to grow integrated financial planning practices and drive adoption of the firm's planning and investment philosophies. The role supports development of tools, training, and centralized services to enhance advisor productivity and retention while aligning with the company’s distribution strategy. It is a subject-matter expert position classified as a Registered Representative.
Required Skills
- Financial Planning
- Investment Knowledge
- Portfolio Analysis
- Client Consultation
- Training Delivery
- Project Leadership
- Workflow Optimization
- Change Management
- Communication
- Analytical Skills
Qualifications
- Series 7
- SIE (FINRA)
- Bachelor's Degree in Business or Finance
- Registered Representative (NMIS)
- CFP (Preferred)
About Northwestern Mutual
northwesternmutual.comNorthwestern Mutual is a financial partner that offers personalized plans, top-rated services and life insurance. Find a financial advisor and get started on your plan today.
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