Wealth Planning Analyst, HNW Planning

Northwestern Mutual • Milwaukee, WI

7d • $118,960 - $205,200

About The Position

The Wealth Planning Analyst is a dedicated, client-facing specialist on the Sophisticated Planning Strategies team, supporting Strategic Planning Strategies subscribers and their high-net-worth clients. The role provides customized financial planning and insurance strategies, drawing on advanced high-net-worth and insurance planning expertise. It supports expanded insurance services by evaluating and integrating sophisticated insurance solutions with clients’ estate, tax, business succession, executive compensation, and broader wealth planning objectives.

The analyst collaborates with other financial professionals, including attorneys and CPAs, as well as Private Client Group advisors and internal stakeholders, to address complex client needs. Success requires advanced planning knowledge, strong consultative and communication skills, and the ability to work effectively in a team while building trusting relationships and responding to client concerns and inquiries.

Requirements

• Bachelor’s degree; Business, Financial Planning, Finance, Economics, or Accounting preferred.
• At least eight years of financial planning experience; strong high-net-worth planning knowledge and experience is highly desired.
• CERTIFIED FINANCIAL PLANNER™ designation required.
• Series 6 or Series 7 required, or must be obtained within the first 180 days of hire.
• State-of-residence insurance license required, or must be obtained within the first 180 days of hire.
• Proven experience developing comprehensive financial plans and presenting tailored recommendations to clients.
• Strong knowledge of life insurance products and advanced insurance planning solutions, including how they integrate with high-net-worth estate, tax, business succession, executive compensation, and wealth transfer objectives.
• Advanced planning knowledge across tax optimization, estate and legacy planning, business succession and exit planning, and insurance-based planning for high-net-worth and ultra-high-net-worth clients.
• Strong consultative, communication, analytical, interpersonal, and collaboration skills.
• Ability to communicate complex financial concepts clearly to clients with varying levels of financial literacy.
• Proven ability to build trusting relationships with financial advisors and colleagues.
• Ability to work effectively with colleagues, clients, and stakeholders from varied backgrounds and communication styles.
• Team-player and growth mindset.

Nice To Haves

• Knowledge of Northwestern Mutual products.
• Advanced skills with financial planning software and/or Excel.
• Willingness to continue deepening expertise as Sophisticated Planning Strategies expands its insurance services.

Responsibilities

• Collaborate with team members and Private Client Group advisors to build financial plans focused on estate planning, business succession, tax optimization, executive compensation, risk mitigation, and advanced insurance planning.
• Provide in-depth case consultations, review legal, tax, financial, and insurance documentation, and design integrated strategies.
• Analyze clients’ financial situations and model advanced planning concepts, including sophisticated life insurance strategies, using internal and external software.
• Present strategies and solutions to advisors and clients, using influencing skills to support client decision-making and implementation.
• Build and leverage relationships with internal stakeholders to address unique client circumstances and ensure timely delivery of financial recommendations.
• Use empathy and emotional intelligence to understand and address client concerns.
• Respond to client inquiries and issues in a timely manner and maintain a strong commitment to client satisfaction.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level