Senior Director - Concierge Planning Attorney (Remote - US)

Davita Inc.; California (MO); Remote; USD 149,000 - 278,000; Full time

Job summary

Davita Inc. is seeking a seasoned professional to join their team, specializing in estate and business planning for high-net-worth clients. This role involves collaborating with clients and financial advisors to craft detailed, customized plans. Successful candidates will exhibit strong communication skills, proven analytical abilities, and a deep understanding of the complexities of wealth management.

Benefits

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Qualifications

• Minimum 10 years of estate and business planning experience required.
• Experience with high-net-worth clients preferred.
• Strong follow-up and self-management skills needed.

Responsibilities

• Collaborate with professionals to create comprehensive plans for clients.
• Analyze clients' financial situations and design strategies.
• Lead presentations to clients and advisors.

Skills

Analytical Skills

Communication

Organizational Skills

Collaboration

Education

JD from an accredited program

CFP or CPA preferred

Tools

Planning software (e.g., MoneyGuidePro, eMoney Advisor)

Job description

Summary

In this role, you will be part of a dynamic and growing team of professionals that designs comprehensive estate and business plans for clients with complex planning needs. You will provide in-depth case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your deep planning expertise to develop and deliver customized plans for high-net-worth and ultra-high-net-worth clients and business owners. Deep estate and business planning acumen, strong communication and influence skills, and excellent writing and organizational skills are required.

Primary Duties and Responsibilities

• Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive plans for high-net-worth and ultra-high-net-worth clients with an emphasis on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies.

• Analyze clients' financial situations to design strategies and drive client decision making.

• Examine and position solutions with focus on Northwestern Mutual's approach of integrating investments and life insurance.

• Lead presentations to advisors and clients to enable client decision making.

• 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).

• Build and leverage relationships with other areas of the company to address unique client circumstances in the high-net-worth and ultra-high-net-worth marketplace and ensure seamless delivery of planning presentation.

Qualifications

• JD from an accredited program. Additional advanced degree preferred, such as CFP, CPA, or LL.M.

• Minimum of 10 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors.

• Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning.

• Deep knowledge and expertise in planning areas including tax optimization, estate and business succession, and wealth transfer strategies.

• Series 6 or Series 7 required or obtain within the first 6 months of hire.

• Home State Insurance License required or obtain within the first 6 months of hire.

• Strong analytical skills. Requires excellent follow-up, self-management of daily duties, and ability to collaborate with other professionals.

• 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.

• A desire to mentor others is a plus.

• Experience with planning software (such as MoneyGuidePro, eMoney Advisor, or WealthTec) a plus.

Logistics

We are open to US-Remote for this role.

#LI-Remote

Compensation Range:

Pay Range - Start:

$149,380.00

Pay Range - End:

$277,420.00

Geographic Specific Pay Structure:

We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Job Posting End Date:

The timeline for this job posting may be shortened or extended based on organizational needs.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

FIND YOUR FUTURE

We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups