{"id":16522,"date":"2024-06-07T05:32:00","date_gmt":"2024-06-07T05:32:00","guid":{"rendered":"https:\/\/exam4sure.com\/jobs\/?p=16522"},"modified":"2024-06-07T05:32:00","modified_gmt":"2024-06-07T05:32:00","slug":"financial-planning-business-consultant","status":"publish","type":"post","link":"https:\/\/exam4sure.com\/jobs\/financial-planning-business-consultant\/","title":{"rendered":"FINANCIAL PLANNING BUSINESS CONSULTANT"},"content":{"rendered":"<div class=\"p-description mb-3\">\n<div class=\"jobad-jobdescription\">\n<div class=\"jobad-jobdescription\">\n<div class=\"jobad-jobdescription\">\n<p><b>Primary Duties and Responsibilities<\/b><\/p>\n<h6><a href=\"https:\/\/joblagii.com\/company\/northwestern-mutual\">FINANCIAL PLANNING BUSINESS CONSULTANT<\/a><\/h6>\n<ul>\n<li>\u00a0Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices.<\/li>\n<li>\u00a0Provides in-depth consultation and support to advisors on financial planning, sales processes, products and implementation.<\/li>\n<li>\u00a0Identifies and develops best practices, tools, training and resources needed to introduce successful financial planning services to the field.<\/li>\n<li>\u00a0Leads projects to enhance centralized service models; drive adoption of Northwestern Mutual&#8217;s planning and investment philosophies; and support the growth of integrated advisors in the field.<\/li>\n<li>\u00a0Supports workflow refinement, team development and change management in alignment with Northwestern Mutual&#8217;s evolving distribution strategy.<\/li>\n<li>\u00a0Consults with advisor on financial planning, product options, suitability, and investment concepts and strategies.<\/li>\n<li>\u00a0Analyzes clients&#8217; financial goals, current situation and portfolio. Thoroughly documents case notes and thought process for recommendations presented to advisors. Develops appropriate recommendation options to meet client needs, risk profile, time horizon and preferences.<\/li>\n<\/ul>\n<h6><a href=\"https:\/\/joblagii.com\/company\/northwestern-mutual\">FINANCIAL PLANNING BUSINESS CONSULTANT<\/a><\/h6>\n<ul>\n<li>\u00a0Coaches on the presentation of financial plans, investment cases and successful client presentation including handling client objections.<\/li>\n<li>\u00a0Leads projects to enhance the program to increase alignment with planning, integrate investments and increase productivity in field offices. This includes development of tools, training and other materials needed to introduce and expand planning related services.<\/li>\n<li>\u00a0Leads training and education through designing, planning, coordinating and presenting at on topics including program administration, financial planning, investments, technology and workflow.<\/li>\n<li>\u00a0Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices.<\/li>\n<li>\u00a0Other responsibilities may be assigned as necessary.<\/li>\n<\/ul>\n<h6><a href=\"https:\/\/joblagii.com\/company\/northwestern-mutual\">FINANCIAL PLANNING BUSINESS CONSULTANT<\/a><\/h6>\n<p><b>Qualifications<\/b><\/p>\n<ul>\n<li>\u00a0Bachelor&#8217;s degree in business, finance or related field.<\/li>\n<li>\u00a0Minimum 3-5 years of financial services experience including both brokerage and advisory investment platforms with demonstrated investment knowledge and understanding of markets, products, platforms and services.<\/li>\n<li>\u00a0Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals.<\/li>\n<li>\u00a0Confidence in counseling representatives on a variety of proactive approaches and solutions.<\/li>\n<li>\u00a0Strong analytical skills, problem solving, attention to detail and accuracy.<\/li>\n<li>\u00a0Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization.<\/li>\n<li>\u00a0High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results.<\/li>\n<li>\u00a03 years as a financial planner, investment sales producer, or CFP preferred.Ability to travel as needed.<\/li>\n<\/ul>\n<h6><a href=\"https:\/\/joblagii.com\/company\/northwestern-mutual\">FINANCIAL PLANNING BUSINESS CONSULTANT<\/a><\/h6>\n<p><i><b>This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.<\/b><\/i><\/p>\n<p>Required Certifications:<\/p>\n<p><strong>Series 7 &#8211; FINRA, SIE &#8211; FINRA<\/strong><\/p>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<p><b>Compensation Range:<\/b><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<p>Pay Range &#8211; Start:<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><strong>$75,180.00<\/strong><\/p>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<p>Pay Range &#8211; End:<\/p>\n<h6><a href=\"https:\/\/joblagii.com\/company\/northwestern-mutual\">FINANCIAL PLANNING BUSINESS CONSULTANT<\/a><\/h6>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><strong>$139,620.00<\/strong><\/p>\n<p><i>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. <\/i><\/p>\n<p><i>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.\u00a0<\/i><\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h3 style=\"text-align: center;\">FINANCIAL PLANNING BUSINESS CONSULTANT<\/h3>\n<p>&nbsp;<\/p>\n<h4>\u201cTop 10 Interview Questions\u201d<\/h4>\n<ul>\n<li>Can you tell us about yourself?<\/li>\n<li>What interests you about this position?<\/li>\n<li>What are your strengths?<\/li>\n<li>What are your weaknesses?<\/li>\n<li>Can you give an example of a time when you solved a problem creatively?<\/li>\n<li>How do you handle stress and pressure?<\/li>\n<li>How would you describe your work style?<\/li>\n<li>Can you tell us about a time when you had to work with a difficult<\/li>\n<li>colleague or supervisor?<\/li>\n<li>How do you stay organized and prioritize tasks?<\/li>\n<li>What are your long-term career goals?<\/li>\n<\/ul>\n<h4>Document Required:<\/h4>\n<ul>\n<li>Required Documents for This Recruitment: The candidate should have this Document Before Apply Online. Candidates Are Suggested To Read<\/li>\n<li>the Official Notification Before Applying.<\/li>\n<li>Document \u2013 Qualifications certificate with mark sheets.<\/li>\n<li>Passport size Photographs<\/li>\n<li>Signature<\/li>\n<\/ul>\n<h4>How to apply:<\/h4>\n<ul>\n<li>All the eligible candidates can apply for This Job as mentioned below<\/li>\n<li>Read the official notification carefully From the Official Website.<\/li>\n<li>Read the Notification Carefully Before Applying.<\/li>\n<li>Fill out The Application Form (The link Is Given Below)<\/li>\n<li>Attach the Required Document and Passport Size Photo with Signature.<\/li>\n<li>Then Submit. Done.<\/li>\n<\/ul>\n<h3 style=\"text-align: center;\">FINANCIAL PLANNING BUSINESS CONSULTANT<\/h3>\n<p style=\"text-align: center;\"><a href=\"https:\/\/joblagii.com\/company\/northwestern-mutual\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-1841\" src=\"https:\/\/exam4sure.com\/jobs\/wp-content\/uploads\/2023\/12\/appy-300x116.jpg\" alt=\"\" width=\"300\" height=\"116\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Primary Duties and Responsibilities FINANCIAL PLANNING BUSINESS CONSULTANT \u00a0Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. \u00a0Provides in-depth consultation and support to advisors on financial planning, sales processes, products and implementation. \u00a0Identifies and develops best practices, tools, training and resources needed to introduce successful [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1041,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1,999,108],"tags":[1000],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>FINANCIAL PLANNING BUSINESS CONSULTANT<\/title>\n<meta name=\"description\" content=\"FINANCIAL PLANNING BUSINESS CONSULTANT , online remote jobs , online work from home jobs , online software engineer remote jobs\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/exam4sure.com\/jobs\/financial-planning-business-consultant\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"FINANCIAL PLANNING BUSINESS CONSULTANT\" 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