Posted:
8/7/2024, 5:00:00 PM
Location(s):
Arizona, United States ⋅ Wisconsin, United States
Experience Level(s):
Expert or higher ⋅ Senior
Field(s):
Finance & Banking
Workplace Type:
Remote
Summary
Part of a team of financial, legal and tax professionals that designs plans and implements solutions for clients with complex planning needs. Provides in-depth case consultations and strategies, synthesizes key financial data, and delivers customized comprehensive plans for high net-worth clients. Also assumes a leadership role on the team to mentor and coach analyst team, as well as helping to develop/improve processes and deliverables. Must bring financial planning acumen, strong communication skills, deep industry knowledge, and ability to lead/influence the team.
Primary Duties & Responsibilities -
Qualifications
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.
Required Certifications:
Series 6 - FINRA, Series 7 - FINRACompensation Range:
Pay Range - Start:
Pay Range - End:
Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.
We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.
Website: https://www.northwesternmutual.com/
Headquarter Location: Milwaukee, Wisconsin, United States
Employee Count: 10001+
Year Founded: 1857
IPO Status: Private
Industries: Advice ⋅ Consulting ⋅ Finance ⋅ Financial Services ⋅ Insurance ⋅ Life Insurance