Wealth Planning Attorney
Northwestern Mutual
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Benefits offered by this job
Job summary
Northwestern Mutual is seeking a Senior Director to guide sophisticated estate and business planning for high-net-worth clients, with strong consulting and executive presence. You will evaluate documents, lead client presentations, and coordinate with advisors to deliver actionable guidance.
You will collaborate with attorneys, CPAs, and financial advisors, mentor others, and leverage planning software and PowerPoint to educate and enable decision-making. Franklin, WI location.
Qualifications
- JD from an accredited program; advanced designations preferred (CFP, CPA, LL.M.)
- 10+ years of estate and business planning experience, preferably in a consulting role
- Deep knowledge of tax optimization, estate and wealth transfer strategies
- Strong analytical capabilities and executive presence
Responsibilities
- Collaborate with attorneys, CPAs, and wealth advisors to create comprehensive estate plans for high-net-worth clients
- Assess client financials and objectives to identify planning opportunities and practical recommendations
- Position planning solutions within Northwestern Mutual's integrated investments and life insurance approach
- Lead advisor and client presentations with credibility and influence
- Coordinate with outside legal and tax advisors for alignment and execution
- Manage workflow and deliver high-quality analyses within SLAs
- Build cross-functional relationships to handle complex client scenarios
Skills
Education
Tools
Job description
This client-facing role is part of a dynamic, growing team that designs and delivers comprehensive estate and business plans, thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth clients with complex planning needs. The Senior Director will provide sophisticated case consultation and strategic guidance, quickly pivot across a broad range of advanced planning topics, and evaluate legal documents and planning structures to deliver clear, practical insights. Leveraging deep estate and business planning expertise, discretion, and sound professional judgment, this attorney will help advisors and clients align planning strategies with client goals, evaluate options, and identify actionable next steps. The role requires exceptional estate and business planning acumen, executive presence, strong communication and influence skills, and superior writing and organizational capabilities.
What You'll Do:
Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive plans, deliver thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth clients, with emphasis on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies.
Assess each client’s financial circumstances, objectives, and planning priorities to identify opportunities, develop targeted strategies, frame practical recommendations, and support confident decision making.
Evaluate and position planning solutions in a manner that reflects Northwestern Mutual’s integrated approach to investments and life insurance.
Lead advisor and client presentations with executive presence, credibility, and the ability to influence, educate, and enable informed planning decisions.
Engage effectively with clients’ outside legal and tax advisors to promote alignment, clarity, and coordinated execution of planning objectives.
Quickly assess and respond to a broad range of advanced planning questions, exercising discretion and sound professional judgment to address nuanced client and advisor needs.
Manage workflow and deliver high-quality analyses and consultation in accordance with established service level expectations.
Build and leverage cross-functional relationships to address complex client circumstances in the high-net-worth and ultra-high-net-worth marketplace and support seamless delivery of planning guidance.
What You'll bring to the Role:
JD from an accredited program. Additional advanced degree or designations 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.
FINRA Series 6 or 7 as well as state insurance license within the first 6 months of hire.
Strong analytical capabilities, disciplined follow-through, sound prioritization, and demonstrated ability to collaborate effectively with other professionals.
Exceptional written and verbal communication skills, with the ability to translate complex planning concepts into clear, client-friendly, and actionable guidance.
Proven ability to build trust and credibility with financial advisors while contributing as a collaborative, solutions-oriented member of the team.
Demonstrated executive presence and ability to influence advisors, clients, and stakeholders through credibility, clarity, sound judgment, and practical planning recommendations.
A desire to mentor others is a plus.
Highly skilled in the Microsoft suite, specifically including PowerPoint, and experienced using planning software, workflow tools, research platforms, and AI-enabled tools to support analysis, education, and efficient delivery of planning guidance.
Skills You Have:
Consulting - Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers, solicits customer requirements, utilizes domain knowledge and collaborates with the right stakeholders.
Customer Centricity -Applies a customer first mindset to design and continuously improve solutions, systems, processes, and services that support enterprise strategy, impact critical business outcomes, and drive organizational success.
Interpersonal Savvy - Relates well to all kinds of people inside and outside of the organization. Builds appropriate rapport, constructive and effective relationships. Uses diplomacy and tact and diffuses high-tension situations comfortably.
Learning Agility & Critical Thinking - Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends.
Project Management - Delivers projects in alignment to business requirements, specific success criteria, and stakeholder expectations. Plans, manages, and completes projects keeping cost and time considerations in mind.
Compensation Range:
Pay Range - Start:
$176,000.00Pay Range - End:
$264,000.00Geographic Specific Pay Structure:
Structure 110:
$176,000.00 USD - $264,000.00 USDStructure 115:
$184,000.00 USD - $276,000.00 USDWe 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, to learn more.
Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. 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.
Legal Acumen (NM) - Expert, Customer Centricity (NM) - Advanced, Training, Educating & Awareness (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Expert, Project Management (NM) - Advanced, Investment Products (NM) - Advanced, Writing & Editing (NM) - Expert, Accountability (NM) - Advanced, Field Advocacy (NM) - Advanced, Tax Awareness (NM) - Expert, Adaptive Communication (NM) - Advanced, Consulting (NM) - Advanced, Analytical Thinking (NM) - Expert, Business Influence (NM) - Advanced, Insurance Products (NM) - Advanced, Attention to Detail (NM) - Expert, Interpersonal Savvy (NM) - Advanced
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
Location/Region: Franklin, WI
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