Northwestern Mutual · 1 day ago
Assistant Director - Concierge Planning Attorney
United States
Full-time
Remote
Mid, Senior Level
$114K/yr - $213K/yr
5+ years expNorthwestern Mutual is a dynamic and growing company that designs comprehensive estate and business plans for clients with complex planning needs. In this client-facing role, you will collaborate with other professionals to create tailored wealth plans for high-net-worth clients, focusing on estate planning and business succession strategies.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive wealth plans for high-net-worth clients with an emphasis on estate planning, wealth transfer, and business succession strategies
Design strategies based on the clients’ goals and financial situation to inform and drive client decision making
Lead presentation of wealth plans to advisors and clients
Collaborate with clients’ outside legal and tax advisors
Responsible for managing workflow in alignment with service level agreements (i.e., delivery of requested analyses and services timely and accurately)
Qualification
Required
JD from an accredited program
Minimum of 5 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors
Existing knowledge and willingness to deepen in planning areas including tax optimization, estate and business succession, and wealth transfer strategies
Experience working directly with high-net-worth clients in estate and business planning, as well as tax planning
FINRA Series 6 or 7 as well as state insurance license within the first 6 months of hire
Strong analytical skills
Outstanding written and verbal communication skills with the ability to translate complex concepts into client-friendly, understandable, and actionable advice
Proven ability to develop trusting relationships with financial advisors and be a team player
Preferred
Additional advanced degree or designations preferred, such as CFP, CPA, or LL.M
Experience with planning software (such as MoneyGuidePro, eMoney Advisor, or WealthTec) a plus
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
Recent News
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