Financial Planning Business Consultant
Core
Partner with financial advisors to build and grow integrated planning practices, providing consultation on financial planning, sales processes, products, and implementation.
Role type
Senior IC business consultant (financial planning)
Builds
Centralized service models, tools, training, and resources for Northwestern Mutual's field advisors
Domain
Financial services / Wealth management
Required skills
FINRA Series 7 license, Bachelor's degree in business/finance, 3-5 years financial services experience (brokerage/advisory), portfolio analysis, financial planning, investment strategy, workflow refinement, change management, training design
Preferred skills
3 years as financial planner/investment sales producer, Financial Planning designations (CLU, ChFC, RICP, CFP), travel availability
Technologies
Northwestern Mutual planning and investment platforms, financial analysis tools
Responsibilities
Enhance field productivity and profitability by partnering with advisors; Provide in-depth consultation on financial planning and sales processes; Identify and develop best practices, tools, and training; Lead projects to enhance centralized service models; Support workflow refinement and change management; Coach advisors on client presentations and handling objections; Analyze client financial goals and portfolios to develop recommendations; Design and present training on program administration and investments.
Seniority
Mid-Senior, hands-on IC