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Northwestern Mutual · 3 days ago

Senior Strategic Financial Planner (Experienced Advisor)

Philadelphia, PA

Full-time

Onsite

Mid, Senior Level

3+ years exp

Northwestern Mutual is a premier wealth management team in Philadelphia, seeking an Experienced Strategic Financial Planner to elevate their practice. The role involves constructing complex financial plans for high-net-worth individuals and acquiring new clients while collaborating with a team of specialists.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

No H1B

Hiring Manager

Peter Mulligan Jr

Responsibilities

Construct and present complex financial plans for high-net-worth individuals and business owners

Transition and expand your existing book of business while leveraging our team’s marketing infrastructure to acquire new high-level clients

Work alongside our team of specialists (investment, insurance, and estate experts) to deliver a concierge-level experience

Qualification

Series 7 licenseSeries 63/65 licenseCFP® designationCFA designationFinancial planning experienceClient acquisitionCollaborative planningHolistic mindsetEntrepreneurial spirit