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Northwestern Mutual · 2 days ago

Strategic Financial Planner (Experienced Advisor)

Philadelphia, PA

Full-time

Onsite

Mid Level

3+ years exp

Northwestern Mutual is a premier Philadelphia Wealth Management Team seeking an Experienced Strategic Financial Planner to join their top-ranking group. The role involves constructing and presenting complex financial plans for high-net-worth individuals and business owners, while also acquiring new clients and collaborating with specialists to provide comprehensive financial services.

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