Finance Jobs in Franklin, WI

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Financial Planning & Consulting

Northwestern Mutual Franklin, WI

Franklin, WI

Today

$89k - $134k/yr Full time Advisor Client Consulting Client Relations

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Job Description

Flexibility, strong support, and a team culture built around planning. This onsite role in Franklin, WI partners directly with Northwestern Mutual advisors and field leadership to coach high-quality financial planning using NM’s philosophy and software. You will have access to flexible work schedules, comprehensive benefits, employee resource groups, and concierge service.

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

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