Investment Consultant - Series 7- Hybrid

Investment Consultant

• Series 7
• Hybrid Northwestern Mutual
• Corporate Careers 4.5 ( ) Milwaukee, WI for later Why you should apply for a job to Northwestern Mutual

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Corporate Careers :

Ranked as one of the 4.5/5 in overall job satisfaction 4.9/5 in supportive management 73% say women are treated fairly and equally to men 83% would recommend this company to other women 86% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. See all reviews A concierge service that will tackle your personal "to-do" list, such as running errands, organizing vacations, and scheduling services. 12 weeks of paid parental leave along with programs that support family planning services. Strong commitment to philanthropy evidenced by the NWM Foundation and each employee receiving 16 paid hours annually for volunteering. #

JR-45095

Position summary ltation

• Serve as a go-to investment product expert for financial advisors through inbound phone consultations, scheduled deep-dive sessions, webinars, and in-person meetings at Network Offices.

Consult on complex financial planning scenarios, guiding advisors through product selection, tax considerations, competitive positioning, and client-specific circumstances to reach the best solution. Connect the dots between tax rules, product features, competitor positioning, and financial planning best practices to help advisors confidently guide their clients to the right solution. Training & Presentation Deliver impactful training on investment products, markets, sales concepts, and planning topics to advanced audiences, including field leadership and senior management. Serve as a featured speaker at home office and Network Office events on planning, product strategy, and market trends. Create training content that builds product awareness, advisor conviction, and practical sales skills. Product Analysis & Guidance Analyze prospect statements and competitors' products to provide clear, actionable guidance to advisors. Provide strategic advice on taxes, retirement planning, investments, and educational planning aligned with clients' financial goals.

Cover the full consulting scope:

annuities, brokerage, advisory, alternatives, trust, cash management, IRAs, education savings plans, and retirement plans. Collaboration & Innovation Work across departments to align with organizational goals by contributing to high-impact projects and serving as a liaison for various regions, product areas, and market segment teams. Bring fresh ideas by combining product knowledge, sales strategy, and technology to continuously improve how we support advisors. Contribute insights from your advisor interactions to help improve products, sales processes, and support strategy over time. Continuous Learning Stay current on product enhancements, the competitive landscape, regulatory and policy changes, and financial planning best practices. Qualifications Must-Haves Bachelor's degree in business, finance, marketing, or a related field Minimum 6 years of experience in a financial services environment with in-depth understanding of financial products and financial planning FINRA Series 7 license (active) Proven ability to consult on complex financial topics and confidently propose effective, needs-based solutions Strong presentation skills, comfortable delivering clear, engaging content to audiences of all sizes and levels Demonstrated ability to work collaboratively and influence others toward action Nice-to-Haves Advanced degree (MBA, MS, or similar) CFP, CLU, ChFC, CFA, RICP, or other relevant designations Previous experience as a Northwestern Mutual financial representative Knowledge of qualified retirement plan regulations, from plan selection and implementation to investment strategies and employee education Experience leading large-scale projects or cross-divisional liaison responsibilities Strong working knowledge of current retail investment industry trends and the competitive landscape What You Can Expect A collaborative, high-performing team of deep subject matter experts who are passionate about advisor success High visibility: you'll be a recognized voice on investment product strategy within the organization Ongoing development through exposure to complex case work, cross-functional projects, and evolving product lines The opportunity to directly shape how Northwestern Mutual supports its advisors and their clients This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.

Series 6

• FINRA, SIE

• FINRA Compensation Range:

  Pay Range

• Start:

  $89,360.00 Pay Range

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End:

$134,040.00

Geographic Specific Pay Structure:

Structure 110: Structure 115: 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. Why you should apply for a job to Northwestern Mutual•

Corporate Careers :

Ranked as one of the 4.5/5 in overall job satisfaction 4.9/5 in supportive management 73% say women are treated fairly and equally to men 83% would recommend this company to other women 86% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. See all reviews A concierge service that will tackle your personal "to-do" list, such as running errands, organizing vacations, and scheduling services. 12 weeks of paid parental leave along with programs that support family planning services. Strong commitment to philanthropy evidenced by the NWM Foundation and each employee receiving 16 paid hours annually for volunteering.