Senior Wealth Planning Attorney (Remote)

Northwestern Mutual; Franklin (WI); Sur place; USD 176 000 - 264 000; Plein temps

Avantages offerts par ce poste

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Résumé du poste

Northwestern Mutual is seeking a Senior Director to lead complex estate and business planning for high-net-worth clients. You will provide strategic case consultations and coordinate with advisors, clients, and outside counsel to deliver practical, actionable guidance.

You will evaluate planning options, mentor teams, and align strategies with client goals while maintaining executive presence and writing clear, influential reports.

Qualifications

• JD from an accredited program; advanced designation preferred such as CFP, CPA, or LL.M.
• Minimum of 10 years estate and business planning experience, preferably in a consulting role.
• Extensive experience with high-net-worth clients in estate and tax planning.
• FINRA Series 6 or 7 and state life/health license within 6 months.
• Strong writing, communication, and executive-influence capabilities.

Responsabilités

• Collaborate with attorneys, CFPs, CPAs and wealth advisors to create comprehensive plans.
• Assess client objectives and develop targeted planning strategies.
• Position planning solutions within Northwestern Mutual's integrated investments and life insurance.
• Lead advisor and client presentations with executive presence and credibility.
• Engage outside legal and tax advisors to promote alignment and coordinated execution.
• Respond to advanced planning questions with discretion and sound judgment.
• Manage workflow and deliver high-quality analyses and consultations.
• Build cross-functional relationships to serve high-net-worth clients.

Connaissances

Consulting

Customer Centricity

Interpersonal Savvy

Learning Agility & Critical Thinking

Project Management

Formation

Juris Doctor (JD)

CFP/CPA/LL.M. designation (preferred)

Outils

PowerPoint

Description du poste

Northwestern Mutual is seeking a Senior Director to lead complex estate and business planning for high-net-worth clients. You will provide strategic case consultations and coordinate with advisors, clients, and outside counsel to deliver practical, actionable guidance.

You will evaluate planning options, mentor teams, and align strategies with client goals while maintaining executive presence and writing clear, influential reports.