Senior Advanced Planning Attorney

Northwestern Mutual

2d • $112,210 - $208,390

About The Position

At Northwestern Mutual, our vision is to redefine financial security and become America's most trusted financial partner. A key pillar of our vision and success is our strong and vibrant group of advisors. This role sits within the Field Function, which is at the forefront of working across the company’s headquarters and the nationwide group of advisors to achieve sales and growth objectives. What's the job? Northwestern Mutual’s Advanced Planning group is a collaborative team of professionals supporting a diverse and dynamic group of financial advisors providing best-in-class planning for high-net-worth clients. By combining industry-leading subject matter expertise and thought leadership, we help our financial advisors deliver superior and comprehensive financial planning for clients. We bring new ideas and critical thinking when solving complex problems and shaping the ever-changing planning landscape.

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

Nice To Haves

• Advanced degrees and designations, such as LLM, CLU®, CFP®, preferred but not required

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees