Financial Planning Consultant

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Collaborate with financial advisors to establish and expand integrated planning practices.

• Offer consultation and support regarding financial planning, sales processes, products, and their implementation.

• Identify and cultivate best practices, tools, training, and resources for financial planning services.

• Lead initiatives that enhance centralized service models and promote the adoption of planning and investment philosophies.

• Assist in refining workflows, developing teams, and managing change.

• Consult with advisors on financial planning, product suitability, and investment concepts.

• Analyze clients' financial objectives, current situations, and portfolios.

• Document case notes and the rationale behind recommendations.

• Create recommendation options that align with client needs, risk profiles, time horizons, and preferences.

• Coach representatives on how to present financial plans and investment cases, including managing client objections.

• Design, plan, coordinate, and deliver training and education on program administration, financial planning, investments, technology, and workflows.

• Analyze workflows and business opportunities to identify implementation challenges and delineate centralized planning services.

• Enhance the retention and productivity of financial representatives and field offices.

• Work collaboratively across functions to meet organizational objectives.

• Undertake additional responsibilities as assigned.

⛳️ Requirements

• FINRA Series 7 is required.

• Bachelor's degree in business, finance, or a related field.

• A minimum of 3-5 years of experience in financial services, including both brokerage and advisory investment platforms.

• Proven investment knowledge and comprehension of markets, products, platforms, and services.

• Capability to evaluate client financial situations and analyze portfolios to create and implement comprehensive plans aligned with client objectives.

• Confidence in advising representatives on proactive strategies and solutions.

• Excellent analytical, problem-solving, attention to detail, and accuracy skills.

• Strong consultation, organizational, and communication abilities.

• High level of self-motivation, initiative, and leadership.

• Willingness to travel as necessary.

• Financial Planning designations are preferred; CLU, ChFC, RICP, CFP are desirable.

• Registered Representative classification requiring fingerprinting.

• SIE - FINRA certification.

• Ability to review financial statements, tax returns, and complex legal documents; calculate financial values and ratios; and interpret complex financial concepts and Northwestern Mutual products.

🏝️ Benefits

• Opportunity to travel as needed.

• Commitment to equal opportunity employment.

• Opportunities to contribute innovative ideas, embrace challenges, take on leadership roles, and pursue career advancement.