About this role
Family Wealth Strategist at Northwestern Mutual. Location: United States. Role: Coordinate plan, Conduct discovery, Design plan Requirements: JD required; CFP designation; Series 6/7 and resident insurance license; 12+ years wealth management with UHNW clients; experience with family offices; strong communication and project management. Category: Finance and Accounting Seniority: Senior Level Tools: Excel, PowerPoint, CRM, Financial planning software Certifications: juris doctor (jd), certified financial planner® (cfp), series 6 or 7, insurance Commitment: Full Time Workplace: Remote Languages: English