Northwestern Mutual

Director

• In support of Strategic Planning Strategies’ subscribers and their high-net-worth clients, the Wealth Planning Lead will be a dedicated resource and member of the client-facing Sophisticated Planning Strategies team.
• Acting in a specialist capacity, utilizing advanced planning knowledge in the Ultra/High Net Worth (U/HNW) space; providing top-tier, highly customized financial planning strategies and expertise to advisors and their valued prospects and clients.
• The Wealth Planning Lead regularly collaborates with other financial professionals (i.e. Attorney, CPA) within the SPS team on opportunities to solve for the complex needs of our advisor’s clients.
• Collaboration with team members and Private Client Group advisors to build financial plans with an emphasis on estate planning, business succession, tax optimization, executive compensation, and risk mitigation strategies.
• Provide in-depth case consultation, review of legal, tax and financial documentation, as well as strategy design.
• Analyze clients’ current financial situation and model recommended advanced planning concepts utilizing internal and external software.
• Regularly present strategies and solutions to advisors and their clients; applying strong influencing skills to enable client decision making and implementation.
• Build and leverage relationships with internal stakeholders to address unique client circumstances to ensure appropriate and timely delivery of financial recommendations.
• Exhibit empathy and emotional intelligence to understand and address client concerns effectively.
• Ensure timely responses to client inquiries and issues, demonstrating a strong commitment to client satisfaction.

High Net Worth Wealth Planning Lead, Assistant Director