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Summary

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 virtually and in person 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.

Primary Duties and Responsibilities

• Drive the achievement of KPIs for the Financial Planning Consulting team with your assigned target audience.

• Partner with Region leads and Assistant Director of Financial Planning and Consulting to ensure alignment of objectives and establish expectations for assigned offices and advisors.

• Engage with advisors and staff through an inbound phone queue, virtually and in person to provide personalized coaching to master the software and the related processes (fact finding, plan build, plan presentation). Offer plan presentation simulations and work with advisors to increase their confidence around the plan presentation prior to meeting with clients.

• Educate and collaborate with field leaders to promote NM's planning philosophy, increase planning adoption and help influence risk and investment product sales.

• Innovate to help develop better effectiveness in training/supporting our field on best practices for planning throughout the sales cycle.

• Provide quality planning consultations and presentations to the field on the integration of financial products to create solutions for clients primarily via inbound calls, long-distance training methods, schools and potential visits to network offices. Offer just-in-time solutioning for case design and plan design needs.

• Maintain an extensive in-person presence with your assigned target audience to build relationships and promote local culture around digital tools and financial planning.

• Partner with the Technology Solutions & Support Consultant (TSC) (where available) to ensure local adoption of related planning tools including CRM, client website, client account aggregation, prospect invite, Digital FF, etc.

• Be available to build financial plans for the advisor on an as-needed basis.

• Escalate feedback to leadership and/or appropriate partner to follow through on needs/gaps of advisors and/or network office around sales skills, leadership alignment, etc.

Qualifications

• Series 7 required or obtained within 6 months.

• Minimum of 3 years professional work experience.

• Able to travel in assigned region approximately 20%

• In-depth understanding of financial services products and financial planning.

• Excellent knowledge and application of consultation skills.

• Robust mastery of Northwestern mutual planning software

• Confident ability to consult on complex topics and scenarios and propose effective, needs-based solutions.

• Ability to identify and address problems, opportunities, wants and needs of the field and their clients in a suitable manner.

• Exceptional problem-solving capabilities.

• Deeply patient, wiling to teach and work through the adoption of financial planning.

• Focused on outcomes v. process (delivers on what matters most).

• Able to act as the owner of workstream. Identify and recommend changes/improvements to the existing process to improve adoption of planning and delivery of sales.

• Able to gain buy-in from teams you work with and inspire confidence in the planning process and sales cycle.

• Empathetic - can put yourself in the shoes of our field roles (Staff, Advisor, MD, MPs, etc.) and see their perspective.

• Willing to develop a deep subject matter expertise in the digital product portfolio

• Passionate about Northwestern Mutual Financial Planning process, products and services.

• CFP preferred or other relevant designations such as CLU, ChFC, CFA, CASL, MSFS, or other advanced degree.

• Client facing financial planning experience preferred.

Compensation Range:

Pay Range - Start:

Pay Range - End:

Geographic Specific Pay Structure:

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.

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

Job Description: Is it time to make new investments into your career?

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.

• You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.

• You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.

• As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.

You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.

You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward.

You are celebrated . Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.

You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.

• Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads

• Knowledge or experience in sales or the consultative relationship process

• Demonstrate accountability and a goal-oriented mindset

• Natural and demonstrated success in asking deeper questions to fully understand the client's situation

• Ability and flexibility to work in a "hybrid" work setting, both at home and in office

• Comfortable with technology and ability to navigate multiple systems simultaneously

• Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

• Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce

• Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions

• Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations

• Set up targeted appointments while identifying opportunities to address participant needs related to products and services

Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.

Sound too good to be true? See for yourself and learn more about our benefits offerings:

• Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)

• Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)

Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Summary

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 virtually and in person 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.

Primary Duties and Responsibilities

• Drive the achievement of KPIs for the Financial Planning Consulting team with your assigned target audience.

• Partner with Region leads and Assistant Director of Financial Planning and Consulting to ensure alignment of objectives and establish expectations for assigned offices and advisors.

• Engage with advisors and staff through an inbound phone queue, virtually and in person to provide personalized coaching to master the software and the related processes (fact finding, plan build, plan presentation). Offer plan presentation simulations and work with advisors to increase their confidence around the plan presentation prior to meeting with clients.

• Educate and collaborate with field leaders to promote NM's planning philosophy, increase planning adoption and help influence risk and investment product sales.

• Innovate to help develop better effectiveness in training/supporting our field on best practices for planning throughout the sales cycle.

• Provide quality planning consultations and presentations to the field on the integration of financial products to create solutions for clients primarily via inbound calls, long-distance training methods, schools and potential visits to network offices. Offer just-in-time solutioning for case design and plan design needs.

• Maintain an extensive in-person presence with your assigned target audience to build relationships and promote local culture around digital tools and financial planning.

• Partner with the Technology Solutions & Support Consultant (TSC) (where available) to ensure local adoption of related planning tools including CRM, client website, client account aggregation, prospect invite, Digital FF, etc.

• Be available to build financial plans for the advisor on an as-needed basis.

• Escalate feedback to leadership and/or appropriate partner to follow through on needs/gaps of advisors and/or network office around sales skills, leadership alignment, etc.

Qualifications

• Series 7 required or obtained within 6 months.

• Minimum of 3 years professional work experience.

• Able to travel in assigned region approximately 20%

• In-depth understanding of financial services products and financial planning.

• Excellent knowledge and application of consultation skills.

• Robust mastery of Northwestern mutual planning software

• Confident ability to consult on complex topics and scenarios and propose effective, needs-based solutions.

• Ability to identify and address problems, opportunities, wants and needs of the field and their clients in a suitable manner.

• Exceptional problem-solving capabilities.

• Deeply patient, wiling to teach and work through the adoption of financial planning.

• Focused on outcomes v. process (delivers on what matters most).

• Able to act as the owner of workstream. Identify and recommend changes/improvements to the existing process to improve adoption of planning and delivery of sales.

• Able to gain buy-in from teams you work with and inspire confidence in the planning process and sales cycle.

• Empathetic - can put yourself in the shoes of our field roles (Staff, Advisor, MD, MPs, etc.) and see their perspective.

• Willing to develop a deep subject matter expertise in the digital product portfolio

• Passionate about Northwestern Mutual Financial Planning process, products and services.

• CFP preferred or other relevant designations such as CLU, ChFC, CFA, CASL, MSFS, or other advanced degree.

• Client facing financial planning experience preferred.

Compensation Range:

Pay Range - Start:

Pay Range - End:

Geographic Specific Pay Structure:

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.

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

As a key member of the finance team, the primary duty of this position is to lead the FP&A function. Responsibilities include ownership of the annual budgeting/planning process, periodic forecasting and financial reporting, acquisition integration activities and other ad hoc financial and systems analysis.

This role will be responsible for building key relationships with internal and external customers, as well as ensuring compliance and drive efficiency. In addition, the role will participate in projects to support new company initiatives, process improvement and automation.

This position reports to the Chief Financial Officer and currently has three direct reports. As we continue to build-out the Corporate and Regional teams we anticipate there will be additions to the FP&A team.

Duties and Responsibilities:

Specific areas of activity and ownership include:

• Act as a key partner to the CFO, CEO, COO, and executive leadership team to provide insights that support decision-making, optimize resource allocation, and drive growth and profitability.
• Lead monthly reporting activities including preparing financial statement reports, variance and profitability analysis and management reporting packages.
• Analyze non-financial statement metrics such as orders, backlog and employee utilization.
• Deliver meaningful financial reports including written analysis articulating key drivers and trends to support decision making.
• Lead the financial planning activities including annual budgets and periodic forecasts. Perform reviews and track project performance. Interpret and communicate results to stakeholders.
• Develop and prepare robust cash flow forecasts for support of our capital allocation decisions (investing or management of debt).
• Lead process improvement projects and system implementations/ enhancements.
• Develop financial models, participate on cross-functional project teams, and perform analysis to support strategic initiatives.
• Support company acquisition and integration activities including operational and financial activities. Build and analyze pro-forma financials and returns.
• Assist with corporate wide finance initiatives such as consistent reporting and analysis, acquisition or integration support, or various system implementations
• Lead the administration, maintenance and continuous improvement efforts of our financial reporting and operational reporting tools and software (e.g. Planful)
• Other Ad-hoc tasks and duties as assigned.

Experience & Competencies:

• 10+ years of related experience
• Early public accounting experience, publicly traded company or private equity experience preferred.
• Experience in a large, multi-project-based company preferred.
• Construction, Engineering or other project-based industry experience.
• Experience and demonstrated understanding of percentage of completion accounting preferred.
• Experience working in an environment requiring both robust periodic "bottoms-up", as well as ad hoc "top-down" interim forecasting processes and procedures.
• Planful FP&A platform experience and proficiency preferred.
• Proficiency in other sophisticated G/L and business intelligence and reporting tools acceptable (Hyperion, Oracle, SAP, BI, etc.).
• MS Office suite proficiency required.
• Undergraduate degree in accounting or finance, CPA license and/or MBA preferred.

Physical Demands

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Employee understands the above job description and agrees to comply with and be subject to its conditions. Employee further agrees this job description does not alter his/her at-will employment status. Employees understand that the Company reserves the right to delegate, remove, expand or change all responsibilities. Employees acknowledge that he/she can fulfill the above duties with or without reasonable accommodation.

Reasonable accommodation will be made to enable individuals with disabilities to perform the essential job functions unless doing so will present an undue hardship in the Company's business operations.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

POSITION SUMMARY

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) teams with the use of firm-approved financial planning systems and engaging with clients.

DUTIES and RESPONSIBILITIES:

• Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists
• Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience
• • In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens
• Utilize the Firm's financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans
• Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business
• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens
• Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed
• Remaining current on all policies, procedures and new platforms
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management – particularly those relating to financial planning

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• 5+ years of work experience in a field relevant to the position required
• 4-year college degree or professional certification preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Complete and maintain internal Financial Planning Specialist designation requirements
• Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation

Knowledge/Skills

• Knowledge of financial planning
• Excellent listening skills
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Technically proficient and quick learner of new and updated platforms
• Detail oriented with superior organizational skills and ability to prioritize
• Expert knowledge of basic personal computer, MS Office and internet applications
• Exceptional writing, interpersonal and client service skills
  • Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven

Reports to

• Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Salary range for the position: $50k-$95k/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings. The application window is expected to close 8/18/2025 but may be extended depending on whether a candidate has been selected

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).