Financial Plng & Consulting Sr Spec

Summary
Assist in driving successful outcomes in the implementation of the Northwestern Mutual planning philosophy with existing advisors and new recruits who join Northwestern Mutual. Engage with advisors through various channels including primarily an inbound phone queue, virtual consultations, virtual presentations, as well as in person. Spend significant time virtually and in person working with advisors, their staff, and office leadership where applicable, to help them become deeply skilled in delivering high quality plans to their prospects and clients. Further, participate in large events, present training content in group settings, and may represent Financial Planning Consulting at field events or within the home office.
Primary Duties and Responsibilities:

• Assist in the driving of Key Performance Indicators for the Financial Planning and Consultation team with your assigned target audience.

• Partner with Region leads and Assistant Director of Financial Planning and Consultation to ensure alignment of objectives and establish expectations for assigned offices and advisors.

• Engage with advisors and staff through an inbound phone queue to provide personalized coaching to master the software and the related processes (fact finding, plan build, plan presentation).

• With the guidance of leadership, educate and collaborate with field leaders to promote NM's planning philosophy, increase planning adoption, and help influence risk and investment product sales.

• With the guidance of leadership, innovate to help develop better effectiveness in training/supporting our field on best practices for planning throughout the sales cycle.

• With the guidance of leadership, provide quality planning consultations and presentations to the field on the integration of financial products to create solutions for clients primarily via inbound calls, long-distance training methods, schools, and potential visits to network offices. Offer just-in-time solutioning for case design and plan design needs.

• Possibility to have 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 Solutions & Support Consultant (TSC) (where available) to ensure local adoption of related planning tools including CRM, client website, client account aggregation, prospect invite, Digital FactFinder, etc.

• Be available to build financial plans for the advisor on an as-needed basis.

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

Qualifications
Minimum Requirements:

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

• Series 7 or obtained within 6 months.

• Able to travel in assigned region approximately 10-20%.

• Base knowledge of financial services products and financial planning.

• Base knowledge and application of consultation skills.

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

• Able to partner with team members on projects and various workstreams in regard to improvement process.

• Ability to identify and address problems, opportunities, wants and needs of the field and their clients in a suitable manner.

• Creative problem-solving capabilities.

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

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

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

Desirable Requirements:

• Client facing financial planning experience preferred.

Series 7 - FINRAFINRA
Compensation Range:
Pay Range - Start:
$60,340.00
Pay Range - End:
$112,060.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
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Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Skills
Training Needs Analysis (NM) - Beginner, Domain Expertise (NM) - Beginner, Digital Products (NM) - Beginner, Cross Functional Partnering & Planning (NM) - Intermediate, Adaptive Communication (NM) - Beginner, Consulting (NM) - Beginner, Customer Centricity (NM) - Intermediate, Field Relations (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Intermediate, Empathetic Communication (NM) - Beginner, Root Cause Analysis & Decision Quality (NM) - Beginner, Change Adaptability (NM) - Intermediate, Interpersonal Savvy (NM) - Beginner, Financial Planning (NM) - Beginner, Field Advocacy (NM) - Beginner
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 our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups