Serves as a financial planning expert responsible for advancing Northwestern Mutual’s Financial Planning Philosophy (FPP), planning standards, and advisor effectiveness.
Applies deep financial planning expertise, psychology of financial planning, and strong business acumen.
Conducts quantitative and qualitative research utilizing conversation transcripts and AI to identify drivers of high-quality planning.
Develops training materials, case studies, and best-practice content.
Partners cross-functionally to ensure planning tools and content support advisor needs and NM strategy.

Bachelor’s degree
Minimum 5 years of experience applying financial planning subject matter expertise
Strong business acumen and understanding of financial services or planning industry
Quantitative research experience with ability to analyze and interpret data
Excellent written and verbal communication skills.
Professional designations: CFP®, CFA, ChFC, CLU preferred.
Experience as a financial advisor or in advisor coaching, development, or training.
Background in financial planning psychology, behavioral finance, or related behavioral sciences.
Behavioral Science Expertise: Graduate training or equivalent experience in psychology, behavioral science, behavioral economics, or a related field.
AI-Enabled Conversation Analysis: Hands-on experience using AI, natural language processing.
Familiarity with financial planning software; experience with Northwestern Mutual tools strongly preferred.

Planning Excellence Lead Consultant

Key skills