Northwestern Mutual
Family Wealth Strategist
Remote-Texas
Sponsorship not specifiedDetected 26 days ago
Project ManagementCRMExcelCommunicationOrganizational SkillsMicrosoft Office
About the role
- The ideal candidate will possess a unique blend of legal expertise and financial planning knowledge to act as the integrator and leader in the delivery of quality services across multiple domains and areas of planning.
- The role goes beyond understanding specific technical strategies, but to anticipate the impact and understand the interplay a particular solution may have on other disciplines.
- This role requires strategic thinking, excellent project management skills, exceptional interpersonal ability, clear communication, and a deep understanding of complex financial, legal, and tax landscapes.
Responsibilities
- Act as the advisor's primary point of contact and liaison, coordinating all aspects of the client's integrated plan between the family, internal teams, and external partners to ensure a cohesive approach.
- Based on the family's objectives, identify issues and needs to design an integrated plan.
- Recognize opportunities to position and coordinate internal and external partners in alignment with objectives.
- Communicate pertinent client information and objectives among multiple partners to streamline communications while minimizing duplication.
- Manage the delivery of planning components ensuring timely execution and a seamless experience throughout the engagement.
- Support the development of advisors to equip them to lead family meetings and conversations.
Requirements
- Juris Doctor (JD) degree required.
- CERTIFIED FINANCIAL PLANNER® designation required.
- Other advanced degree or designation desirable (MBA, CFA, CPA).
- Series 6 or 7 and resident state insurance license required or working towards license within 6 months.
- Minimum 12 years of experience in wealth management, financial planning, or a related field directly working with advisors and U/HNW clients ($40M+).
- Experience working with family offices highly desirable.
- Exceptional organizational, strategic, and communication skills, with the ability to articulate complex legal and financial concepts clearly and concisely to non-expert family members.
- Advanced experience with financial planning software and Excel, PowerPoint, and CRM systems.+
- CERTIFIED FINANCIAL PLANNER® designation required. Other advanced degree or designation desirable (MBA, CFA, CPA).
- Strong expertise across multiple areas of wealth management including financial planning, insurance and investment products, estate and business planning, and other HNW planning strategies with a deep understanding of the implications a particular solution may have on others.
- Unquestioned integrity, professionalism, and discretion when handling highly confidential matters.
- Strong attention to detail, organizational skills, and the ability to manage multiple time-sensitive projects.
- Proven ability to develop rapport and strong relationships with clients, financial advisors, internal teams and third-party partners.
- Compensation Range:
- Pay Range - Start:
- $160,000.00
Skills
- Get started now!
- Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds.
Compensation
- Pay Range - Start:
- Pay Range - End:
- Geographic Specific Pay Structure:
- It's why we share the salary range for most of our roles.
Benefits
- Conduct thorough discovery to ascertain the family's long-term objectives that align with their principles and vision.
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This listing is sourced directly from Northwestern Mutual's careers page and normalized into a canonical job model.