Wealth Planning Analyst, HNW Planning
Core
Wealth Planning Analyst supporting high-net-worth clients and advisors with customized financial and insurance strategies, including estate, tax, and business succession planning.
Role type
Senior IC wealth planning analyst (HNW/UHNW)
Builds
Integrated financial and insurance strategies for sophisticated clients
Domain
Wealth management / High-Net-Worth Financial Planning
Required skills
Advanced HNW and insurance planning, Estate and legacy planning, Tax optimization, Business succession planning, Life insurance strategy design, Financial modeling, Client consultation, Regulatory compliance (Series 6/7, Insurance license)
Preferred skills
Northwestern Mutual product knowledge, Advanced financial planning software/Excel
Technologies
Internal and external financial planning software, Excel
Responsibilities
Collaborate with advisors to build financial plans emphasizing estate, tax, and insurance strategies; Analyze client situations and model advanced planning concepts; Present strategies and solutions to advisors and clients; Review legal, tax, financial, and insurance documentation; Build relationships with internal stakeholders to address unique client circumstances.
Seniority
Senior, hands-on IC
