Senior Wealth Planning Attorney - High-Net-Worth Strategist

Northwestern Mutual; California; Hybrid; USD 187,000 - 253,000; Full time

Job summary

Northwestern Mutual seeks a Senior Director to design and deliver sophisticated estate and business plans for high-net-worth clients. You will provide strategic guidance, evaluate legal structures, and translate complex concepts into clear, actionable recommendations.

The role requires extensive estate planning expertise, executive presence, and the ability to influence advisors and clients. Collaboration with attorneys, CPAs, and wealth managers is essential to deliver integrated planning

Qualifications

• JD from an accredited program.
• Advanced degree or designation preferred (e.g., CFP, CPA, LL.M.).
• Minimum of 10 years of estate and business planning experience.
• Experience with high-net-worth clients and tax planning.
• Strong written and verbal communication skills.

Responsibilities

• Collaborate with attorneys, CFPs, CPAs and wealth advisors to create comprehensive plans for HNW/UHN clients.
• Lead advisor and client presentations with executive presence and credibility.
• Assess financial circumstances and planning priorities to develop targeted strategies.
• Interpret and position planning solutions within Northwestern Mutual’s integrated approach.
• Mentor colleagues and coordinate with outside legal/tax advisors to align objectives.

Skills

Estate planning

Business planning

Executive presence

Client consultation

Communication

Research & analysis

Education

Juris Doctor (JD)

LL.M./CFP/CPA (preferred)

Tools

PowerPoint

Planning software

Job description

Northwestern Mutual seeks a Senior Director to design and deliver sophisticated estate and business plans for high-net-worth clients. You will provide strategic guidance, evaluate legal structures, and translate complex concepts into clear, actionable recommendations.

The role requires extensive estate planning expertise, executive presence, and the ability to influence advisors and clients. Collaboration with attorneys, CPAs, and wealth managers is essential to deliver integrated planning