Financial Planning & Consulting

What you will do

You will work with advisors and staff through an inbound phone queue and through virtual and in-person interactions to deliver personalized coaching. The focus is on helping advisors master the tools and processes required to deliver complete, client-ready plans, including fact finding, plan build, and plan presentation.

• Provide coaching to strengthen software mastery and end-to-end planning execution through inbound calls, training, and onsite support
• Run plan presentation simulations and coach advisors to build confidence prior to client meetings
• Partner with the Assistant Director of Financial Planning Consulting and Region Leads to align objectives and set expectations for assigned offices and advisors
• Educate and collaborate with field leaders to promote NM’s planning philosophy, increase planning adoption, and help influence risk and investment product sales
• Innovate training and support approaches by sharing best practices for planning throughout the sales cycle
• Deliver planning consultations and presentations on integrating financial products to create client solutions, primarily via inbound calls, long-distance training methods, schools, and potential visits to network offices
• Provide just-in-time solutioning for case design and plan design needs
• Maintain a strong onsite presence within your assigned target audience to build relationships and support local adoption of digital tools and financial planning
• Partner with the Technology Solutions & Support Consultant (TSC) when available to support local adoption of planning tools, including CRM, client website, client account aggregation, prospect invite, and Digital FactFinder
• Be available to build financial plans for advisors on an as-needed basis
• Escalate feedback to leadership or appropriate partners to address gaps or needs related to sales skills and leadership alignment

Key qualifications

• Series 7 required, or obtainable within 6 months
• Minimum 5+ years of professional work experience
• Ability to travel in the assigned region approximately 20%
• In-depth understanding of financial services products and financial planning
• Strong consulting skills and the ability to consult on complex scenarios to propose needs-based solutions
• Exceptional problem-solving and the ability to identify and address field and client problems, opportunities, wants, and needs
• Patient, teach-oriented approach with a focus on outcomes over process
• Ability to act as an owner of a workstream, recommending improvements to drive adoption and effective planning delivery
• Comfort gaining buy-in and inspiring confidence in the planning process and sales cycle
• Empathy for field roles (Staff, Advisor, MD, MPs, etc.) and ability to consider their perspective
• Willingness to build deep expertise in the digital product portfolio and a strong interest in Northwestern Mutual’s planning process, products, and services
• CFP preferred or other relevant designations such as CLU, ChFC, CFA, CASL, MSFS, or other advanced degree
• Client-facing financial planning experience preferred

Compensation

Pay Range: $89,360.00 to $134,040.00 per year

Geographic Specific Pay Structure:

• Structure 110: $98,320.00 to $147,480.00 USD
• Structure 115: $102,800.00 to $154,200.00 USD

Series 7 - FINRA

This position is classified as a Registered Representative under NMIS guidelines and requires fingerprinting.

Tools and technologies

• CRM
• Client website
• Client account aggregation
• Prospect invite
• Digital FactFinder

Skills you have

• Change Adaptability
• Consulting
• Interpersonal & Organizational Effectiveness
• Learning Agility & Critical Thinking