Northwestern Mutual

Planning Excellence Lead Consultant

Northwestern Mutual

full-time

Posted on:

Location Type: Hybrid

Location: Milwaukee • New York • Wisconsin • United States

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Salary

💰 $104,090 - $193,310 per year

Job Level

Senior

About the role

  • Serves as a financial planning expert responsible for advancing Northwestern Mutual’s Financial Planning Philosophy (FPP), planning standards, and advisor effectiveness.
  • Applies deep financial planning expertise, psychology of financial planning, and strong business acumen.
  • Conducts quantitative and qualitative research utilizing conversation transcripts and AI to identify drivers of high-quality planning.
  • Develops training materials, case studies, and best-practice content.
  • Partners cross-functionally to ensure planning tools and content support advisor needs and NM strategy.

Requirements

  • Bachelor’s degree
  • Minimum 5 years of experience applying financial planning subject matter expertise
  • Strong business acumen and understanding of financial services or planning industry
  • Quantitative research experience with ability to analyze and interpret data
  • Excellent written and verbal communication skills.
  • Professional designations: CFP®, CFA, ChFC, CLU preferred.
  • Experience as a financial advisor or in advisor coaching, development, or training.
  • Background in financial planning psychology, behavioral finance, or related behavioral sciences.
  • Behavioral Science Expertise: Graduate training or equivalent experience in psychology, behavioral science, behavioral economics, or a related field.
  • AI-Enabled Conversation Analysis: Hands-on experience using AI, natural language processing.
  • Familiarity with financial planning software; experience with Northwestern Mutual tools strongly preferred.
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Remote work options
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial planningquantitative researchdata analysisbehavioral financenatural language processingAI-enabled conversation analysisfinancial planning psychologyadvisor coachingtraining development
Soft Skills
business acumenwritten communicationverbal communication
Certifications
CFPCFAChFCCLU