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 with different communication styles.
- Outstanding written and verbal communication skills with a client-oriented approach to articulate complex financial information and concepts to clients with varying levels of financial literacy.
- Proven ability to develop trusting relationships with financial advisors and colleagues.
- Advanced skills with financial planning software and/or excel desired.
- Exhibit a team player and growth mindset.
Compensation Range:
Pay Range - Start:
$102,060.00
Pay Range - End:
$189,540.00
Geographic Specific Pay Structure:
210 - Structure 110: 112,280.00 USD - 208,520.00 USD
210 - Structure 115: 117,390.00 USD - 218,010.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
FIND YOUR FUTURE
We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
What the Team is Saying
Northwestern Mutual Compensation & Benefits Highlights
-
Retirement Support — Retirement benefits include both a 401(k) and a company‑funded Cash Balance plan, with age/service‑based credits and a noted additional contribution in a recent year—an uncommon pairing among large employers. This combination elevates long‑term financial security beyond typical single‑plan offerings.
-
Healthcare Strength — Health coverage spans medical, dental, and vision alongside on‑site Mutual Health Centers, fitness centers or reimbursement, mental‑health support, and named condition‑management programs. This breadth indicates strong investment in preventive care, access, and overall wellbeing.
-
Parental & Family Support — Paid parental leave, caregiving leave, fertility benefits via specialized partners, and adoption/surrogacy assistance (with specified reimbursements) reflect robust family support. The scope of these programs suggests meaningful backing across diverse family‑building needs.
Northwestern Mutual Insights
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.
Gallery
Northwestern Mutual Teams
Northwestern Mutual Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We offer a flexible, hybrid approach for our employees . Teams are in the office a few days a week and work from home the others.
