Skip to content

Financial Planning Services Specialist

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


Provides integrated financial planning support to advisors and Network Office teams.  Creates medium to complex plans and/or investment cases through application of planning and/or investment background/knowledge, critical thinking and understanding of advisor intent.  Works with advisors and/or staff to address questions specific to work processed.  They are a resource to less experienced staff, and provide training and coaching.  They are a critical component of ensuring that the day to day operations run efficiently while supporting management to achieve business deliverables.  

Primary Duties & Responsibilities:

  • Serves as a resource to the team regarding Continuous Learning and Improvement initiatives.
  • Responsible for updating and maintaining standard work, provides coaching/feedback, updates production information and improvement ideas pipeline. Keeps peers and leadership informed as necessary.
  • Develops, coaches, mentors, and supports staff on divisional workflow and processes.
  • Contributes to efforts with leadership to analyze performance, make appropriate changes/additions and update learning plans. Partners with manager to develop employees.
  • Provides support to team manager for quality assurance and productivity expectations within the division
  • Provides direct and timely feedback to the staff, peers, and leadership.
  • Provides support to manager to create learning tools and standard work procedures.
  • Effectively fields and coaches through escalations, sensitive issues, and complex requests beyond the scope of the staff.
  • Negotiates with business partners including individuals in other divisions as necessary.
  • Deviates from established procedures when appropriate and applies creative thinking to meet customer needs.
  • Monitors and prioritizes workload and adjusts daily workflow to deliver business results.
  • Supports and assists the manager in the daily operation of the team. Updates the manager as needed on workflow issues and acts as back-up in the manager's absence.
  • Actively supports the teams and displays a cooperative team spirit in the pursuit of divisional and departmental engagement, quality, service, and production goals.
  • Independently identifies, recommends, and implements divisional process improvement opportunities. Recommends best practices based on process and/or technical knowledge and analytical skills.
  • Represents and leads divisional and cross-divisional initiatives. Also represents division on departmental efforts such as the department priorities.
  • Aids in leading experiments intended to evolve service offerings and subscriber deliverables.

Knowledge, Skills, Abilities:

  • Bachelor's degree or an equivalent combination of education and/or progressively responsible work experience.
  • Demonstrated strong leadership and mentoring/coaching experience.
  • Demonstrated ability to independently analyze and solve problems involving ambiguity.
  • Experienced in leading process improvement, productivity measurement, system enhancement and projects.
  • Excellent verbal and written communication skills.
  • Demonstrated ability to proactively manage change.
  • Self-motivated and self-directed with the ability to manage multiple assignments with little or no direction.
  • Previous experience in Financial Planning Services or an Operations role is preferred

This job is not covered by the existing Collective Bargaining Agreement.

Required Certifications:

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.

If you work in Colorado or work remotely, please click here for information pertaining to compensation and benefits.


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.