High Net Worth Wealth Planning Lead

NORTHWESTERN MUTUAL LIFE INSURANCE • Milwaukee, WI • 3h ago

JOB REQUIREMENTS: Summary: In support of Strategic Planning Strategies\'
subscribers and their high-net-worth clients, the Wealth Planning Lead,
will be a dedicated resource and member of the client-facing
Sophisticated Planning Strategies team. Acting in a specialist capacity,
the role entails utilizing advanced planning knowledge in the Ultra/High
Net Worth (U/HNW) space; providing top-tier, highly customized financial
planning strategies and expertise to advisors and their valued prospects
and clients. The Wealth Planning Lead regularly collaborates with other
financial professionals (i.e. Attorney, CPA) within the SPS team on
opportunities to solve for the complex needs of our advisor\'s clients.
Key elements of success in the role include strong consultative and
communication skills, advanced planning acumen and ability to work well
in a team environment. Primary Duties & Responsibilities Include:
Collaboration with team members and Private Client Group advisors to
build financial plans with an emphasis on estate planning, business
succession, tax optimization, executive compensation, and risk
mitigation strategies. Provide in-depth case consultation, review of
legal, tax and financial documentation, as well as strategy design.
Analyze clients\' current financial situation and model recommended
advanced planning concepts utilizing internal and external software.
Regularly present strategies and solutions to advisors and their
clients; applying strong influencing skills to enable client decision
making and implementation. Build and leverage relationships with
internal stakeholders to address unique client circumstances to ensure
appropriate and timely delivery of financial recommendations. Exhibit
empathy and emotional intelligence to understand and address client
concerns effectively. Ensure timely responses to client inquiries and
issues, demonstrating a strong commitment to client satisfaction.
Qualifications: Bachelor\'s degree, preferably in Business, Financial
Planning, Finance, Economics or Accounting. Minimum of ten years of
financial planning experience; High-Net-Worth experience highly desired.
CERTIFIED FINANCIAL PLANNER designation required. Series 6 or 7 required
or obtained within the first 180 days of hire. State of residence
insurance license required or obtained within first 180 days of hire.
Proven experience in developing comprehensive financial plans and
effectively presenting tailored recommendations to clients. In-depth
knowledge on life insurance products and advanced solutions preferred.
Strong consultative, communication and analytical skills. Existing
knowledge and willingness to deepen in advanced planning areas including
tax optimization, estate/legacy planning, and business succession/exit
planning. Strong interpersonal skills and ability to effectively
collaborate with colleagues, clients, and stakeholders from various
backgrounds and... For full info follow application link. EEO/AA
Employer/Vets/Disability *** APPLICATION INSTRUCTIONS: Apply
Online: ipc.us/t/33E7CE0EE69C4987 Qualified females, minorities, and
special disabled veterans and other veterans are encouraged to apply.

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