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High Net Worth Planning Consultant

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 help create and drive the expansion, standardization and re-platforming of financial models. You will be part of the Concierge Planning team that design plans and implement solutions for clients with complex planning needs. The team provides in-depth case consultation and strategy, reviews legal, tax and financial documentation, and delivers customized comprehensive financial plans in the high-net-worth marketplace.

Additional Responsibilities include:

  • Build financial models based on client data, investment and insurance solutions.  
  • Analyze clients’ financial statuses, model scenarios, derive insights, and develop visuals to drive client decision making.
  • Assist with the expansion, standardization and re-platforming of financial models.
  • Conduct scenario analysis to determine success rates of financial planning solutions.
  • Active collaboration with team members and elite wealth management advisors to integrate analysis in plans delivered to clients.  Responsibilities include designing, testing and modifying models.
  • Ability to build models that are easy to understand and adaptable to a dynamic regulatory landscape.
  • Ensure accuracy of models

Bring Your Best! What this role needs:

  • Bachelor's degree in Computer Science, MIS, Mathematics, Statistics, Business or related field. 5+ years of progressively responsible experience in research and data analysis or application development that support business decisions/outcomes.
  • Expertise in development and analytical tools such as SAS, SQL, MS Excel, SPSS, R or other tool.
  • Proven excellence in problem solving, research, quantitative analysis and analytical working techniques.
  • Strong aptitude and desire for learning new platforms and applying quantitative techniques to new topical areas.
  • Demonstrated ability to gather information systematically; consider a broad range of issues or factors; grasp complexities and perceive relationships among problems or issues; use accurate logic in analysis.
  • Initiative to independently design and develop own deliverables while still being a team player.
  • Ability to be responsive to changing business needs, manage and prioritize concurrent assignments, and handle ambiguity.
  • Ability to generate new ideas and go beyond the status quo; recognize the need for new or modified approaches. Strong customer / client orientation.
  • Strong analytical capability with ability to meet deadlines.

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

#LI-POST

#IN-POST

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

Required Certifications:

Series 6 - FINRA, Series 7 - 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.