Northwestern Mutual

You’ll Like It Here At Northwestern Mutual, we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years. Here, you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs. We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities, commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://careers.northwesternmutual.com/

Senior Advanced Planning Attorney

AttorneyAttorneyFull TimeRemoteTeam 5,001-10,000Since 1869H1B SponsorCompany SiteLinkedIn

Location

Wisconsin

Posted

69 days ago

Salary

$112.2K - $208.4K / year

Bachelor Degree5 yrs expEnglish

Job Description

• Consult with financial advisors and their staff on their clients’ planning goals and objectives through daily telephone communications • Train financial representatives, their staff, and clients' representatives (e.g., attorneys and accountants) at various schools, network office events, and digital events • Research and write content for various publications, resources, and articles • Contribute subject matter expertise and leadership to company-wide projects to support the estate, business, high-net-worth, and retirement markets • Maintain and grow deep subject matter expertise on tax and legal issues impacting the advanced markets through legal and tax research and analysis of industry trends

Job Requirements

  • Bachelor's degree
  • JD from accredited law school and licensed to practice law in at least one state
  • Minimum of five (5) years of tax, financial planning, and/or legal experience
  • FINRA Series 6 or Series 7, or attainment within six (6) months of hire
  • Knowledge and experience in planning for high-net-worth clients, such as estate planning, tax planning, business planning, executive benefits, and charitable planning
  • Knowledge of financial and insurance products and services and how they fit into advanced planning concepts
  • Exceptional verbal, written, and presentation skills, with client experience preferred.
  • Ability to comprehend and evaluate complex planning concepts and explain them clearly and concisely.

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development

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