US Prog Pandologic A2 CPC
Wisconsin, WI, USA
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong, vibrant sales force. This role sits within the Career Distribution (CD), which is at the forefront of working across the home office and sales force as one team to achieve the sales and growth objectives the company expects, while delivering the experience our distribution needs and deserves. Summary: Part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Provides in-depth case consultation and strategy, reviews legal, tax and financial documentation, and delivers customized comprehensive financial plans. Uses financial planning expertise to develop and deliver customized plans for high-net-worth clients and...