High Net Worth Wealth Planning Lead, Assistant Director

Wisconsin, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Candidates must possess a Bachelor's degree in a relevant field such as Business, Financial Planning, Finance, Economics, or Accounting. A minimum of ten years of financial planning experience, with a strong preference for High-Net-Worth experience, is required. The CERTIFIED FINANCIAL PLANNER™ designation is mandatory. Additionally, candidates must obtain Series 6 or 7 FINRA registration within 180 days of hire and hold a state insurance license, or obtain it within the same timeframe. Proven experience in developing and presenting comprehensive financial plans, strong consultative, communication, and analytical skills, and advanced knowledge in tax optimization, estate/legacy planning, and business succession/exit planning are essential. Proficiency with financial planning software and/or Excel is desired. Excellent interpersonal and communication skills, with the ability to build trusting relationships and articulate complex financial information to diverse audiences, are crucial.

Responsibilities

The Wealth Planning Lead will collaborate with team members and advisors to create financial plans focusing on estate planning, business succession, tax optimization, executive compensation, and risk mitigation. This role involves providing in-depth case consultations, reviewing legal and financial documentation, and designing advanced planning strategies. Responsibilities include analyzing client financial situations, modeling concepts using software, and presenting recommendations to advisors and clients. The Lead will also build relationships with internal stakeholders to address unique client needs and ensure timely delivery of financial advice. Empathy, emotional intelligence, and a commitment to client satisfaction through timely responses are expected.

Skills

Wealth Planning

Financial Planning

Estate Planning

Business Succession

Tax Optimization

Executive Compensation

Risk Mitigation

Consultative Skills

Communication Skills

Teamwork

Financial Analysis

Client Relationship Management

Northwestern Mutual

Provides financial security services, and wealth management

About Northwestern Mutual

Northwestern Mutual offers personalized financial planning, life insurance, and investment services, leveraging leading-edge technology to manage over $125 billion in client assets for more than 4.5 million clients.

Milwaukee, WisconsinHeadquarters

1856Year Founded

N/ACompany Stage

Consulting, Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Growing your Career

Compensation & Time Off

Insurance plans

Health Savings Account

Wellness programs & resources

401(k) plan and cash balance contributions

Risks

Fintech platforms like Carefull challenge traditional financial advisory services.

Internal competition may arise from Wellthi's focus on the Black community.

Customer dissatisfaction may grow due to increased retirement age expectations.

Differentiation

Northwestern Mutual maintains the highest financial strength ratings in the industry.

The company launched 'The Great Realization' campaign to refocus customer priorities.

Northwestern Mutual offers a unique Long-Term Advantage product with life insurance benefits.

Upsides

The aging population increases demand for retirement planning and long-term care solutions.

Partnerships with tech firms enhance Northwestern Mutual's data analytics capabilities.

Digital transformation in insurance leads to more personalized customer experiences.

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