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Financial Plng & Consulting Sr Spec

  • Field Business Consulting
  • Remote-Wisconsin

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

Primary Duties and Responsibilities

  • Assist in the driving of KPIs for the Financial Planning and Consultation (FPC) team with your assigned target audience.

  • Partner with the FPC leadership team to ensure alignment of objectives and establish expectations for assigned offices and advisors.

  • Engage with advisors and staff in person to provide personalized coaching to master the software and the related processes (fact finding, plan build, plan presentation).

  • Offer plan presentation simulations and work with advisors to advance their confidence around the PX plan presentation prior to meeting with clients.

  • Educate and collaborate with field leaders to promote NM's planning philosophy, increase planning adoption and help influence risk and investment product sales.

  • Innovate to help develop better effectiveness in training/supporting our field on best practices for planning throughout the sales cycle.

  • Provide quality planning and sales consultations and presentations to the field on the integration of financial products to create solutions for clients via inbound calls, long-distance training methods, schools and visits to network offices. 

  • Partner with team members to offer just-in-time solutioning for case design and plan design needs.

  • Maintain an extensive in-person presence with your assigned target audience to build relationships and promote local culture around digital tools and financial planning.

  • Partner with the Technology Success Consultant (TSC) (where available) to ensure local adoption of related tools including CRM, client website, client account aggregation, PX FF, etc.

  • Ability to build financial plans independently along with subject matter experts for the advisor on an as-needed basis.

  • Escalate feedback to leadership and/or appropriate partner to follow through on needs/gaps of advisors and/or network office around sales skills, leadership alignment, etc.


Minimum Requirements:

  • 1-3 years professional work experience in the financial services industry.

  • Series 7 obtained within 6 months.

  • Able to travel in assigned region approximately 20%.

  • Base knowledge of financial services products and financial planning. Excellent knowledge and application of consultation skills.

  • Ability to work though and escalate when needed complex issues to management and subject matter experts.

  • Deeply patient, willing to teach and work through the adoption of financial planning.

  • Focused on outcomes v. process (delivers on what matters most).

  • Able to partner with team members on projects and various workstreams in regards to improvements process and our adoption work.

  • Able to gain buy-in from teams you work with and inspire confidence in the new planning process and sales.

  • Empathetic - can put yourself in the shoes of our field roles (Staff, Advisor, MD, etc) and see their perspective.

  • Passionate about Northwestern Mutual Financial Planning process, products and services.

Desirable Requirements:

  • Client facing financial planning experience preferred.

Skills-Proficiency Level:

Analytical Problem Solving - Advanced
Business Forecasting - Basic
Complex Negotiations - Basic
Customer Service - Advanced
Data Integrity - Advanced
Developing Standard Operating Procedures - Basic
Employee Coaching - Intermediate
Financial Analysis - Intermediate
Financial Planning - Advanced
Financial Statement Analysis - Intermediate
Handle Confidential Information - Advanced
Process Improvement - Intermediate
Workflow Optimization - Basic

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

Required Certifications:

Series 7 - FINRA

Compensation Range:

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Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

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 or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, 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.