Wealth Planning Analyst, HNW Planning

Northwestern Mutual

. Collaborate with team members and Private Client Group advisors to build financial plans emphasizing estate planning, business succession, tax optimization, executive compensation, risk mitigation, and advanced insurance planning .

Posted 10/30/2026full-timeRemote • Wisconsin • United StatesSeniorLead💰 $118,960 - $178,440 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning with a focus on High-Net-Worth clients, including advanced insurance planning, tax optimization, and estate planning. Proven ability to develop and present comprehensive financial strategies while building strong relationships with clients and stakeholders.

Highest-signal resume keywords

CERTIFIED FINANCIAL PLANNER™High-Net-Worth Planning KnowledgeAdvanced Insurance Planning SolutionsFinancial Planning SoftwareTax Optimization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningEstate PlanningBusiness SuccessionTax OptimizationRisk MitigationLife Insurance StrategiesAdvanced Planning ConceptsComprehensive Financial PlansClient PresentationsAnalytical Skills

Soft Skills

Consultative SkillsCommunication SkillsInterpersonal SkillsRelationship BuildingProblem-Solving

Tools & Technologies

Financial Planning SoftwareExcel

Certifications & Qualifications

CERTIFIED FINANCIAL PLANNER™Series 6 or 7State Insurance License

Industry Keywords

High-Net-Worth ClientsEstate and Legacy PlanningInsurance-Based PlanningExecutive CompensationRisk Mitigation

About the role

Key responsibilities & impact

Collaborate with team members and Private Client Group advisors to build financial plans emphasizing estate planning, business succession, tax optimization, executive compensation, risk mitigation, and advanced insurance planning
Provide in-depth case consultation and review legal, tax, financial, and insurance documentation
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
Apply influencing skills to enable client decision-making and implementation
Build relationships with internal stakeholders to address unique client circumstances and ensure timely delivery of recommendations
Understand and address client concerns
Respond promptly to client inquiries and issues
Support Strategic Planning Strategies’ subscribers, advisors, and high-net-worth clients as a specialist resource within the Sophisticated Planning Strategies team

Requirements

What you’ll need

Bachelor’s degree, preferably in Business, Financial Planning, Finance, Economics or Accounting
Minimum of eight years of financial planning experience, with strong High-Net-Worth planning knowledge and experience highly desired
CERTIFIED FINANCIAL PLANNER™ designation required
Series 6 or 7 required or obtained within the first 180 days of hire
State of residence insurance license required or obtained within first 180 days of hire
Proven experience in developing comprehensive financial plans and presenting tailored recommendations to clients
Strong knowledge of life insurance products and advanced insurance planning solutions
Advanced planning knowledge across tax optimization, estate and legacy planning, business succession and exit planning, and insurance-based planning for HNW and ultra-high-net-worth clients
Strong consultative, communication, analytical, interpersonal, written and verbal communication skills
Ability to collaborate effectively with colleagues, clients, and stakeholders
Advanced skills with financial planning software and/or Excel desired
Willingness to continue deepening expertise as SPS expands its insurance services
This position requires fingerprinting under NMIS guidelines