Investment Consultant - Hybrid

• Advisor Engagement: Drive advisor engagement by delivering investment product education and training within complex financial planning concepts via inbound phone consultations scheduled consultations webinars schools and in Network Offices.

• Financial Guidance: Provide strategic advice to financial representatives on taxes retirement planning investments and educational planning aligning with clients' financial goals.
• Product Analysis: Conduct thorough analysis of prospect statements and competitors' products providing guidance and expertise.
• Expert Consultation: Confidently consult with the field on complex topics and scenarios proposing effective needs-based solutions. Identify and address the problems opportunities wants and needs of the field and their clients effectively.
• Technical Integration: Utilize skills to weave technical issues together involving IRS Code Proper Financial Planning Product features and limitations competitors' products practice management and operations to guide advisors to the sale via good financial planning.
• Training Delivery: Deliver impactful training on a full breadth of products markets sales concepts and related planning topics to advanced audiences (e.g. field leadership and senior management). Serve as a featured speaker at events in the home office or network office on planning product and markets.
• Collaboration: Work across departments to align with our mission and goals by participating in high-impact projects and serving as a liaison for various regions product areas and market segment teams.
• Innovation: Combine product knowledge sales strategies and emerging technology solutions to innovate and drive excellence in field sales support.
• Feedback Contribution: Contributor to feedback loops throughout the sales process and product line to drive advisor engagement deliver investment product and financial planning education and support advisors and their growth while guiding the future of our support activities.
• Continuous Learning: Stay current on product enhancements competitive landscape regulatory policy changes and financial planning best practices.

• Summary:
  The Sales Support Investment Consultant serves as a pivotal sales coach for our field advisors and serves as a deep subject matter expert on case consultations. The role involves integrating all aspects of a sale from proper financial planning to appropriate product selection while considering the prospect's unique circumstances current products owned IRS Code and Treasury Regulations product features and limitations and product competition. The consultant will make recommendations with a focus on effective practice building and management for advisors.
  Consulting Scope: The consultant's expertise spans across all Northwestern Mutual's investment products including Annuity Products Brokerage Products Advisory Products Alternative Investments Cash Management Trust and PCS. Additionally the consultant will provide guidance on financial planning areas across qualified and non-qualified markets such as IRAs (Traditional ROTH Inherited Non-Deductible) Educational Savings Plans UTMAs/UGMAs and potentially qualified retirement plans. The consultant must effectively communicate recommendations by examining the pros cons and considerations of each aspect of the sale.
  Primary Duties & Responsibilities:
  
  • Advisor Engagement: Drive advisor engagement by delivering investment product education and training within complex financial planning concepts via inbound phone consultations scheduled consultations webinars schools and in Network Offices.
  • Financial Guidance: Provide strategic advice to financial representatives on taxes retirement planning investments and educational planning aligning with clients' financial goals.
  • Product Analysis: Conduct thorough analysis of prospect statements and competitors' products providing guidance and expertise.
  • Expert Consultation: Confidently consult with the field on complex topics and scenarios proposing effective needs-based solutions. Identify and address the problems opportunities wants and needs of the field and their clients effectively.
  • Technical Integration: Utilize skills to weave technical issues together involving IRS Code Proper Financial Planning Product features and limitations competitors' products practice management and operations to guide advisors to the sale via good financial planning.
  • Training Delivery: Deliver impactful training on a full breadth of products markets sales concepts and related planning topics to advanced audiences (e.g. field leadership and senior management). Serve as a featured speaker at events in the home office or network office on planning product and markets.
  • Collaboration: Work across departments to align with our mission and goals by participating in high-impact projects and serving as a liaison for various regions product areas and market segment teams.
  • Innovation: Combine product knowledge sales strategies and emerging technology solutions to innovate and drive excellence in field sales support.
  • Feedback Contribution: Contributor to feedback loops throughout the sales process and product line to drive advisor engagement deliver investment product and financial planning education and support advisors and their growth while guiding the future of our support activities.
  • Continuous Learning: Stay current on product enhancements competitive landscape regulatory policy changes and financial planning best practices.
  • Qualifications:
  • Education: Bachelor's degree in business finance marketing or related field desired. An advanced degree is a plus.
  • Experience: Minimum of 6 years' experience in a financial services environment with an in-depth understanding of financial services products and financial planning. Previous experience as a Northwestern Mutual financial representative is a plus.
  • Certifications: FINRA Series 7 required; CFP is a plus as well as other relevant designations such as CLU ChFC CFA and/or RICP.
  • Skills:
  • Excellent abilities in consulting presenting and educating on complex insurance products and planning concepts.
  • Strong understanding of relevant regulatory policies that govern the financial sector with broad knowledge of markets investments economics and financial planning.
  • Strong working knowledge of current trends within the retail investment industry.
  • Skilled in delivering clear and confident presentations in complex financial concepts and sales opportunities clearly and understandably.
  • Demonstrated ability to be a team player and effectively persuade others.
  • Strong professional presence with the ability to influence educate and engage across audiences.
  • Demonstrated ability to lead projects or manage liaison responsibilities across divisions or departments for Region Product or Markets.
  • Desirable Knowledge: Knowledge of qualified retirement plan regulations ability to offer guidance on a variety of issues from plan selection to implementation ongoing servicing investment strategies and employee education.
  
  Skills you have:
  
  • Investment Products (NM) - Applies the knowledge of various investment products investment concepts financial markets and regulations related to investment products to make informed investment decisions and provide advice to clients. Understands customer needs and market trends and works with various internal teams such as research legal compliance and marketing. Analyzes product performance identifies areas for improvement and implements strategies to enhance the product offering.
  • Training Educating & Awareness (NM) - Conducts training of personnel within pertinent subject domain. Develops plans coordinates delivers and/or evaluates training courses methods and techniques as appropriate.
  • Learning Agility & Critical Thinking (NM) - Pursues learning and obtains knowledge continuously in relevant fields methods or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities execute solutions and measure impact to constantly improve existing practices and processes based on feedback lessons learned and market trends.
  • Financial Acumen (NM) - Applies the knowledge of financial statements financial analysis budgeting forecasting and financial modeling to ensure decisions are fiscally sound and responsible.
  • Customer Centricity (NM) - Applies a customer first mindset to design and continuously improve solutions systems processes and services that support enterprise strategy impact critical business outcomes and drive organizational success.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

What We Do

You’ll Like It Here At Northwestern Mutual we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years. Here you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs. We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://careers.northwesternmutual.com/

Why Work With Us

We invest in our people. We know careers are about choices so we provide intentional opportunity. Here you can build creative ways to make finance accessible anywhere and revolutionize traditional processes. As a mutual company our focus is our people — whether professional development or investments in the community. 

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