Northwestern Mutual · 2 weeks ago
Senior Advanced Planning Attorney
Milwaukee, WI Corporate
Full-time
Onsite
Mid, Senior Level
$112K/yr - $208K/yr
5+ years expNorthwestern Mutual is redefining financial security and aims to be America’s most trusted financial partner. The Senior Advanced Planning Attorney will support financial advisors in delivering comprehensive financial planning for high-net-worth clients through collaboration, research, and training.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Consult with financial advisors and their staff on their clients’ planning goals and objectives through daily telephone communications
Train financial representatives, their staff, and clients' representatives (e.g., attorneys and accountants) at various schools, network office events, and digital events
Research and write content for various publications, resources, and articles
Contribute subject matter expertise and leadership to company-wide projects to support the estate, business, high-net-worth, and retirement markets
Maintain and grow deep subject matter expertise on tax and legal issues impacting the advanced markets through legal and tax research and analysis of industry trends
Qualification
Required
Bachelor's degree
JD from accredited law school and licensed to practice law in at least one state
Minimum of five (5) years of tax, financial planning, and/or legal experience
FINRA Series 6 or Series 7, or attainment within six (6) months of hire
Knowledge and experience in planning for high-net-worth clients, such as estate planning, tax planning, business planning, executive benefits, and charitable planning
Knowledge of financial and insurance products and services and how they fit into advanced planning concepts
Exceptional verbal, written, and presentation skills, with client experience preferred
Ability to comprehend and evaluate complex planning concepts and explain them clearly and concisely
Preferred
Advanced degrees and designations, such as LLM, CLU®, CFP®, preferred but not required
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
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