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Assistant Director- High Net Worth Planning

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

What's the role?

At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is a strong, vibrant sales force. This role sits within the Career Distribution (CD), which is at the forefront of working across the home office and sales force as one team to achieve the sales and growth objectives the company expects, while delivering the experience our distribution needs and deserves. 

Reporting to the Assistant Director, Concierge Planning, you will be part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. You will utilize financial planning expertise to develop and deliver customized plans for high-net-worth clients and businesses. Must bring financial planning acumen, strong communication and influence skills. 

Additional Responsibilities include:

  • Active collaboration with team members and elite wealth management advisors to build financial plans with an emphasis on estate, business succession, tax optimization and executive compensation strategies.
  • Analyze clients’ financial statuses to build strategies and drive client decision making.
  • Examine and position financial solutions with focus on Northwestern Mutual’s approach of integrating investments and life insurance.
  • Present to advisors and clients, often in a lead role, to enable client decision making.
  • Build and leverage relationships with other areas of the company to address unique client circumstances in the high-net-worth marketplace and ensure seamless delivery of financial plans. 

Bring Your Best! What this role needs:

  • Bachelor’s degree, preferably in business, finance, economics, or accounting.
  • Minimum of 8 years of financial planning experience; preferably in a consulting role with clients and/or advisors.
  • Existing knowledge and willingness to deepen in areas including tax optimization, estate, business planning or high net worth strategies.
  • CFP designation(s) preferred.
  • Series 6 or 7 within first 6 months of hire.
  • Strong analytical skills.
  • Outstanding written and verbal communication skills with client-oriented approach to translate the complex to understandable.
  • Proven ability to develop trusting relationships with financial advisors.
  • Advanced skills with financial planning software and/or excel desired.
  • Team player, with the ability to work with and others frequently.

Benefits:

  • Competitive base pay
  • 401K
  • Pension plan
  • Educational assistance
  • Performance based incentive pay
  • Medical, dental and vision insurance
  • Parental leave
  • Caregiver time off
  • ….and more

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

We will offer reasonable accommodations

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This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.

Required Certifications:

Series 7 - FINRA, SIE - FINRA

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now! 

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.


FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.