Investment Consultant - Series 7- Hybrid

Northwestern Mutual

Milwaukee, WI

JOB DETAILS
SKILLS
Analysis Skills, Annuities, Benchmarking, Best Practices, Brokerage, Budgeting, Business Development, CLU, Capital Markets, Cash Management, Chartered Financial Analyst (CFA), Coaching, Communication Skills, Consulting, Continuous Improvement, Cross-Functional, Customer Support/Service, Economic Planning, Ecosystems, Emerging Technology, Field Sales, Finance, Financial Analysis, Financial Modeling, Financial Planning, Financial Policies, Financial Regulations, Financial Services, Financial Trend Analysis, Forecasting, Home Networking, Insurance, Investment Management, Investment Strategy, Leadership, Legal Research, Market Segmentation, Market Trend Analysis, Marketing, Needs Assessment, On Site Support, People Management, Performance Analysis, Presentation/Verbal Skills, Problem Solving Skills, Product Management, Product Planning, Regulations, Retail, Retirement Plan, Retirement Planning, Sales, Sales Cycle, Sales Strategy, Sales Support, Sales Training, Staff Training, Stock Market, Tax Planning, Team Player, Training/Teaching, Treasury, Trend Analysis, Webinar
LOCATION
Milwaukee, WI
POSTED
2 days ago

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.

About the Company

N

Northwestern Mutual

Who We Are

What we believe.

We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.

We’re known for our financial strength.

That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.

We care.

We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.


Why Work Here

We’re strong and growing.

In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.

We invest in our people.

We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.

Be part of building our future.

We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.

Enjoy Milwaukee.

Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.


Our Culture

We are always evolving.

At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.

We do what’s right.

Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.

We recognize and develop possibilities in our people.

Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.

Diversity makes us better.

We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

COMPANY SIZE
5,000 to 9,999 employees
INDUSTRY
Financial Services
FOUNDED
1857
WEBSITE
https://www.northwesternmutual.com/