WI3661756

1

Bachelor's Degree

Bachelors Degree

Unspecified

40

JOB REQUIREMENTS: 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 Enhances field
productivity and profitability by partnering with financial advisors to
help them build and grow integrated planning practices. Provides
in-depth consultation and support to advisors on financial planning,
sales processes, products and implementation. Identifies and develops
best practices, tools, training and resources needed to introduce
successful financial planning services to the field. Leads projects to
enhance centralized service models; drive adoption of Northwestern
Mutual\'s planning and investment philosophies; and support the growth
of integrated advisors in the field. Supports workflow refinement, team
development and change management in alignment with Northwestern
Mutual\'s evolving distribution strategy. Consults with advisor on
financial planning, product options, suitability, and investment
concepts and strategies. Analyzes clients\' financial goals, current
situation and portfolio. Thoroughly documents case notes and thought
process for recommendations presented to advisors. Develops appropriate
recommendation options to meet client needs, risk profile, time horizon
and preferences. Coaches on the presentation of financial plans,
investment cases and successful client presentation including handling
client objections. Leads projects to enhance the program to increase
alignment with planning, integrate investments and increase productivity
in field offices. This includes development of tools, training and other
materials needed to introduce and expand planning related services.
Leads training and education through designing, planning, coordinating
and presenting at on topics including program administration, financial
planning, investments, technology and workflow. Analyzes workflows and
business opportunities to address program implementation obstacles and
define centralized planning services to enhance retention and
productivity of financial representatives and field offices. Other
responsibilities may be assigned as necessary. Qualifications
Bachelor\'s degree in business, finance or related field. Minimum 3-5
years of financial services experience including both brokerage and
advisory investment platforms with demonstrated investment knowledge and
understanding of markets, products, platforms and services. Ability to
assess client financial situations and analyze portfolios to develop and
implement comprehensive plans aligned with client goals. Confidence in
counseling representatives on a variety of proactive approaches and
solutions. Strong analytical skills, problem solving, attention to
detail and accuracy. Strong consultation, organizational and
communication skills including ability to establish rapport at all\...
For full info follow application link. EEO/AA Employer/Vets/Disability
\*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/F14E8890505D400A Qualified females, minorities, and special
disabled veterans and other veterans are encouraged to apply.