Northwestern Mutual

Financial Planning Consultant

Northwestern Mutual

2 months ago
Wisconsin
Hybrid
Full Time
Senior
0 applicants
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Northwestern Mutual
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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.

Skills

Qualifications

Series 7SIE (FINRA)Bachelor's Degree in Business or FinanceRegistered Representative (NMIS)CFP (Preferred)
Northwestern Mutual

About Northwestern Mutual

northwesternmutual.com

Northwestern 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.

About Northwestern Mutual

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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