Northwestern Mutual

Planning Excellence Lead Consultant

Northwestern Mutual

full-time

Posted on:

Location Type: Office

Location: New York • Wisconsin • United States

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Salary

💰 $104,090 - $193,310 per year

Job Level

Senior

About the role

  • Designs and creates standards, best practices and guidance for how advisors do financial planning
  • Integrates Northwestern Mutual’s FPP into all planning content
  • Oversees work of cross-functional teams in developing requirements for PX planning software
  • Leads cross-functional teams that analyze data related to financial planning and PX
  • Creates financial planning standards and planning philosophy to ensure they reflect best practices
  • Prepares case studies on best practices for financial planning for use by Advisors or other stakeholders

Requirements

  • Bachelor’s degree required
  • Certifications or designations related to financial planning are preferred such as CFP®, CFA, ChFC, CLU
  • At least seven years of previous experience in areas where planning subject matter expertise was used
  • Minimum of 2 years of experience in financial services or advice or planning industry
  • Knowledge and experience with Northwestern Mutual advisors, or other experience relevant to understanding Northwestern Mutual objectives required
  • Excellent verbal and written communication skills
  • Familiarity with financial planning software is required.
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Flexible work arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningdata analysisrequirements developmentcase study preparationbest practices creation
Soft Skills
leadershipcommunication
Certifications
CFPCFAChFCCLU