The Financial Planning Business Consultant at Northwestern Mutual partners with financial advisors to enhance productivity and profitability, providing consulting and support on financial planning, investment strategies, and workflow processes. The role involves training, developing best practices, analyzing financial goals, and leading projects to improve centralized services for advisors.

As a High Net Worth Tax Planning Consultant, you will collaborate with CPA team members to design and implement financial plans for high-net-worth clients. You will analyze clients' financial situations, provide recommendations, and assist in delivering comprehensive financial solutions with an emphasis on tax optimization and estate planning.

The Financial Planning Consultant at Northwestern Mutual will enhance the planning experience by engaging with advisors in person, driving KPI achievements, and providing coaching on financial planning software and processes. This role involves the education of field leaders, participation in training events, building relationships, and delivering quality planning consultations, all while promoting financial planning adoption within the assigned region.