Northwestern Mutual
Financial Planning Consultant
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Job Description
- Req#: JR-44085
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $142,350.00
- Opportunity for career advancement and growth within a best-in-class company
- Engage in a dynamic environment with a focus on client interests
- Supportive and collaborative work culture that values diverse perspectives
- Chance to develop deep subject matter expertise in financial planning and digital products
- Potential for travel within assigned regions to enhance relationships and training
What to Expect (Job Responsibilities):
- Drive achievement of KPIs for the Financial Planning Consulting team with assigned advisors
- Provide personalized coaching to advisors on software mastery and planning processes
- Educate field leaders on promoting the employer's planning philosophy and increasing product sales
- Deliver quality planning consultations and presentations via various communication methods
- Maintain an active presence with target audiences to foster relationships and promote financial planning tools
What is Required (Qualifications):
- Series 7 required or obtained within 6 months
- Minimum of 3 years professional work experience in financial services
- In-depth understanding of financial services products and financial planning
- Excellent consultation skills and robust mastery of planning software
- Ability to travel approximately 20% in the assigned region
How to Stand Out (Preferred Qualifications):
- CFP designation or other relevant credentials such as CLU, ChFC, CFA, CASL, MSFS
- Client-facing financial planning experience preferred
- Demonstrated ability to consult on complex financial topics and propose solutions
#FinancialServices #CareerOpportunity #CompetitivePay #DiversityInWorkplace #FinancialPlanning
"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."About the company
The year was 1859. An ox and a passenger train collided just outside Johnson Creek, Wisconsin, and two of our policyowners were killed in the wreck. The claims totaled $3,500, which was $1,500 more than our two-year-old company had on hand. Then President Samuel S. Daggett and his fellow trustees personally borrowed the money to settle the claims, proving that our dedication to our clients is as old as the company itself.
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