Senior Advanced Planning Attorney

4 weeks ago


Milwaukee, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time

JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong and vibrant group of advisors. This role sits within the Career Distribution (CD) function, which is at the forefront of working across the company\'s headquarters and the nation-wide 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 everchanging planning landscape. Responsibilities of this role: Consult with financial advisors on their clients\' planning goals and objectives daily Write articles with practical insights and applications based on technical research Educate advisors, their financial planners, clients, and clients\' representatives (e.g., attorneys and accountants) Conduct legal, planning, and tax analysis based on clients\' facts and circumstances Lead and support company-wide projects to support planning for clients Build and maintain deep knowledge on tax and legal issues impacting financial planning through analysis of industry trends, including estate planning, tax planning, business planning, executive benefits, and charitable planning Bring your best What the role requires: Bachelor\'s degree JD from accredited law school and licensed to practice law in at least one state Advanced degrees and designations, such as LLM, CLU, CFP, preferred Five (5) years of tax, financial planning, and 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: Competitive base pay 401K Pension plan Educational assistance Performance based incentive pay Medical, dental and vision insurance Parental leave Caregiver time off ....and more We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment... For full info follow application link. EEO/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/05A2B5C6E48441EA Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.



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