Northwestern Mutual · 3 days ago

Financial Planning High Net Worth Analyst

Milwaukee, WI

Full-time

Hybrid

Senior Level

$75K/yr - $140K/yr

8+ years exp

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Insider Connection @Northwestern Mutual

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Analyzing financial documents and accurately assess and enter financial data into financial planning software.

Analyzing clients' financial statuses to assist attorney in building wealth plans.

Analyzing existing insurance/investment products a client may own.

Recommending appropriate insurance product solutions.

Creating insurance illustrations and/or investment proposals. Ability to coordinate work with other areas of the Home Office such as underwriting or specialty markets.

Building financial plans with or without collaboration from others with an emphasis on fitting products and solutions into the estate and/or business markets.

Organizing case work and coordinating advisor communication.

Running and participating in client meetings with the advisors. Staying current with the latest company products and strategies as well as understanding what is happening in the marketplace.

Various projects as assigned.

Qualification

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Financial-planningInsurance-salesConsultingBusiness-planningCLUChFCCFACPACFPSeries-6Series-7Life-insuranceProduct-positioningProblem-solvingHard-workingAnalyticalCommunicationRelationship-buildingTeam-player

Required

Bachelor’s degree, preferably in business, actuarial, finance or IS.

Minimum of 8 years of experience in financial planning, insurance sales, insurance products, or life insurance sales support. In a consulting role with clients and/or advisors preferred.

Business planning expertise strongly preferred, or the ability to learn.

CLU, ChFC, CFA, CPA, and/or CFP strongly preferred.

Series 6 or 7 required (within 6 months of hire).

Very strong analytical skills.

Strong written and verbal communication skills.

Ability to communicate and develop relationships with financial advisors and others in the Home Office. Has an excellent understanding of life insurance and product positioning for affluent clients and business owners. Team player, with the ability to work with others frequently.