Financial Plng & Consulting Cons
Remote-Wisconsinremote$98K – $147K
Posted yesterday · via Workday
About this role
About the Job: Focus on achieving successful outcomes in implementing the Northwestern Mutual planning philosophy with existing advisors and new recruits who join Northwestern Mutual. Engage with advisors through various channels including an inbound phone queue, virtual consultations, virtual presentations, as well as in person. Spend significant time working with advisors, their staff, and office leadership where applicable, to help them become deeply skilled in delivering high quality plans to their prospects and clients. Further, lead large events, present training content in group settings, represent Financial Planning Consulting at field events, and present regularly within the home office.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible. We factor in your stated location and time-zone overlap.
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Skills in this role
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teams
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