Investment Consultant - Series 7- Hybrid
Summary
As an Investment Sales Consultant, you will serve as a trusted coach and subject matter expert for Northwestern Mutual's financial advisors. Through one-on-one consultations, group trainings, and webinars, you'll help advisors navigate complex investment and financial planning scenarios, select the right product solutions, and confidently close for their clients.
Your expertise will span the full suite of NM investment products, including annuities, brokerage, advisory, and retirement planning solutions. You'll combine deep product knowledge with practical sales strategy to make a direct impact on advisor growth and client outcomes.
This is a highly visible role where you'll present to field leadership, collaborate across departments, and help shape how we support advisors going forward.
Primary Duties & Responsibilities
Advisor Coaching & Consultation
• Serve as a go-to investment product expert for financial advisors through inbound phone consultations, scheduled deep-dive sessions, webinars, and in-person meetings at Network Offices.
• Consult on complex financial planning scenarios, guiding advisors through product selection, tax considerations, competitive positioning, and client-specific circumstances to reach the best solution.
• Connect the dots between tax rules, product features, competitor positioning, and financial planning best practices to help advisors confidently guide their clients to the right solution.
Training & Presentation
• Deliver impactful training on investment products, markets, sales concepts, and planning topics to advanced audiences, including field leadership and senior management.
• Serve as a featured speaker at home office and Network Office events on planning, product strategy, and market trends.
• Create training content that builds product awareness, advisor conviction, and practical sales skills.
Product Analysis & Guidance
• Analyze prospect statements and competitors' products to provide clear, actionable guidance to advisors.
• Provide strategic advice on taxes, retirement planning, investments, and educational planning aligned with clients' financial goals.
• Cover the full consulting scope: annuities, brokerage, advisory, alternatives, trust, cash management, IRAs, education savings plans, and retirement plans.
Collaboration & Innovation
• Work across departments to align with organizational goals by contributing to high-impact projects and serving as a liaison for various regions, product areas, and market segment teams.
• Bring fresh ideas by combining product knowledge, sales strategy, and technology to continuously improve how we support advisors.
• Contribute insights from your advisor interactions to help improve products, sales processes, and support strategy over time.
Continuous Learning
• Stay current on product enhancements, the competitive landscape, regulatory and policy changes, and financial planning best practices.
Qualifications
Must-Haves
• Bachelor's degree in business, finance, marketing, or a related field
• Minimum 6 years of experience in a financial services environment with in-depth understanding of financial products and financial planning
• FINRA Series 7 license (active)
• Proven ability to consult on complex financial topics and confidently propose effective, needs-based solutions
• Strong presentation skills, comfortable delivering clear, engaging content to audiences of all sizes and levels
• Demonstrated ability to work collaboratively and influence others toward action
Nice-to-Haves
• Advanced degree (MBA, MS, or similar)
• CFP, CLU, ChFC, CFA, RICP, or other relevant designations
• Previous experience as a Northwestern Mutual financial representative
• Knowledge of qualified retirement plan regulations, from plan selection and implementation to investment strategies and employee education
• Experience leading large-scale projects or cross-divisional liaison responsibilities
• Strong working knowledge of current retail investment industry trends and the competitive landscape
What You Can Expect
• A collaborative, high-performing team of deep subject matter experts who are passionate about advisor success
• High visibility: you'll be a recognized voice on investment product strategy within the organization
• Ongoing development through exposure to complex case work, cross-functional projects, and evolving product lines
• The opportunity to directly shape how Northwestern Mutual supports its advisors and their clients
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 6 - FINRA, SIE - FINRA
Compensation Range:
Pay Range - Start:
$89,360.00
Pay Range - End:
$134,040.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
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.
Skills
Analytical Thinking (NM) - Advanced, Capital Markets Ecosystem (NM) - Advanced, Training, Educating & Awareness (NM) - Advanced, Customer Centricity (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Financial Acumen (NM) - Advanced, Investment Products (NM) - Advanced, Customer Support (NM) - Advanced, Sales Cycle Acumen (NM) - Advanced, Facilitation (NM) - Advanced, Field Advocacy (NM) - Advanced, Consulting (NM) - Advanced, Adaptive Communication (NM) - Advanced, Customer Segmentation (NM) - Advanced, Financial Case Consultation & Resolution (NM) - Advanced, Insurance Products (NM) - Advanced, Financial Planning (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Advanced, Customer, Market & Ecosystem Knowledge (NM) - Advanced, Competitive Benchmarking (NM) - Advanced
FIND YOUR FUTURE
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
PandoLogic. Category:Finance,
Apply tot his job
Apply To this Job
As an Investment Sales Consultant, you will serve as a trusted coach and subject matter expert for Northwestern Mutual's financial advisors. Through one-on-one consultations, group trainings, and webinars, you'll help advisors navigate complex investment and financial planning scenarios, select the right product solutions, and confidently close for their clients.
Your expertise will span the full suite of NM investment products, including annuities, brokerage, advisory, and retirement planning solutions. You'll combine deep product knowledge with practical sales strategy to make a direct impact on advisor growth and client outcomes.
This is a highly visible role where you'll present to field leadership, collaborate across departments, and help shape how we support advisors going forward.
Primary Duties & Responsibilities
Advisor Coaching & Consultation
• Serve as a go-to investment product expert for financial advisors through inbound phone consultations, scheduled deep-dive sessions, webinars, and in-person meetings at Network Offices.
• Consult on complex financial planning scenarios, guiding advisors through product selection, tax considerations, competitive positioning, and client-specific circumstances to reach the best solution.
• Connect the dots between tax rules, product features, competitor positioning, and financial planning best practices to help advisors confidently guide their clients to the right solution.
Training & Presentation
• Deliver impactful training on investment products, markets, sales concepts, and planning topics to advanced audiences, including field leadership and senior management.
• Serve as a featured speaker at home office and Network Office events on planning, product strategy, and market trends.
• Create training content that builds product awareness, advisor conviction, and practical sales skills.
Product Analysis & Guidance
• Analyze prospect statements and competitors' products to provide clear, actionable guidance to advisors.
• Provide strategic advice on taxes, retirement planning, investments, and educational planning aligned with clients' financial goals.
• Cover the full consulting scope: annuities, brokerage, advisory, alternatives, trust, cash management, IRAs, education savings plans, and retirement plans.
Collaboration & Innovation
• Work across departments to align with organizational goals by contributing to high-impact projects and serving as a liaison for various regions, product areas, and market segment teams.
• Bring fresh ideas by combining product knowledge, sales strategy, and technology to continuously improve how we support advisors.
• Contribute insights from your advisor interactions to help improve products, sales processes, and support strategy over time.
Continuous Learning
• Stay current on product enhancements, the competitive landscape, regulatory and policy changes, and financial planning best practices.
Qualifications
Must-Haves
• Bachelor's degree in business, finance, marketing, or a related field
• Minimum 6 years of experience in a financial services environment with in-depth understanding of financial products and financial planning
• FINRA Series 7 license (active)
• Proven ability to consult on complex financial topics and confidently propose effective, needs-based solutions
• Strong presentation skills, comfortable delivering clear, engaging content to audiences of all sizes and levels
• Demonstrated ability to work collaboratively and influence others toward action
Nice-to-Haves
• Advanced degree (MBA, MS, or similar)
• CFP, CLU, ChFC, CFA, RICP, or other relevant designations
• Previous experience as a Northwestern Mutual financial representative
• Knowledge of qualified retirement plan regulations, from plan selection and implementation to investment strategies and employee education
• Experience leading large-scale projects or cross-divisional liaison responsibilities
• Strong working knowledge of current retail investment industry trends and the competitive landscape
What You Can Expect
• A collaborative, high-performing team of deep subject matter experts who are passionate about advisor success
• High visibility: you'll be a recognized voice on investment product strategy within the organization
• Ongoing development through exposure to complex case work, cross-functional projects, and evolving product lines
• The opportunity to directly shape how Northwestern Mutual supports its advisors and their clients
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 6 - FINRA, SIE - FINRA
Compensation Range:
Pay Range - Start:
$89,360.00
Pay Range - End:
$134,040.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
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.
Skills
Analytical Thinking (NM) - Advanced, Capital Markets Ecosystem (NM) - Advanced, Training, Educating & Awareness (NM) - Advanced, Customer Centricity (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Financial Acumen (NM) - Advanced, Investment Products (NM) - Advanced, Customer Support (NM) - Advanced, Sales Cycle Acumen (NM) - Advanced, Facilitation (NM) - Advanced, Field Advocacy (NM) - Advanced, Consulting (NM) - Advanced, Adaptive Communication (NM) - Advanced, Customer Segmentation (NM) - Advanced, Financial Case Consultation & Resolution (NM) - Advanced, Insurance Products (NM) - Advanced, Financial Planning (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Advanced, Customer, Market & Ecosystem Knowledge (NM) - Advanced, Competitive Benchmarking (NM) - Advanced
FIND YOUR FUTURE
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
PandoLogic. Category:Finance,
Apply tot his job
Apply To this Job