Senior Advanced Planning Attorney
4 weeks ago
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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Senior Advanced Planning Attorney
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Life Insurance Company Full timeJob Title: Senior Advanced Planning AttorneyWe are seeking a highly skilled Senior Advanced Planning Attorney to join our team at Northwestern Mutual Life Insurance Company. As a key member of our Advanced Planning group, you will play a critical role in supporting our financial advisors in delivering best-in-class planning for high-net-worth...
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Senior Advanced Planning Attorney
3 weeks ago
Milwaukee, Wisconsin, United States Think Systems, Inc. Full timeJob Title: Senior Advanced Planning AttorneyJob Summary: Think Systems, Inc. is seeking an experienced Advanced Planning Attorney to join our team.Key Responsibilities:* Consult with financial advisors on clients\u0027 planning goals and objectives daily.* Write articles with practical insights based on technical research.* Educate advisors, financial...
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Senior Advanced Planning Attorney
3 weeks ago
Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full timeJob Summary:As a Senior Advanced Planning Attorney at Northwestern Mutual Life Insurance, you will play a key role in supporting a diverse and dynamic group of financial advisors in delivering best-in-class planning for high-net-worth clients. Your expertise in tax and legal analysis will help our advisors provide superior and comprehensive financial...
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Senior Advanced Planning Attorney
3 weeks ago
Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full timeJob Summary: We are seeking a highly skilled Senior Advanced Planning Attorney to join our team at Northwestern Mutual Life Insurance. The ideal candidate will have a strong background in tax and estate planning, with the ability to provide expert advice to our financial advisors and clients.Key Responsibilities:Consult with financial advisors on client...
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Advanced Planning Attorney
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Life Insurance Company Full timeJob Title: Advanced Planning AttorneyAt Northwestern Mutual, we are a leading provider of financial services, and we are seeking a highly skilled Advanced Planning Attorney to join our team.Job Summary:We are looking for a talented attorney with a strong background in tax and estate planning to join our Advanced Planning team. As an Advanced Planning...
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Advanced Planning Attorney
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Life Insurance Company Full timeWe are seeking a highly skilled Advanced Planning Attorney to join our team at Northwestern Mutual. 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.The Senior Financial Planning Lawyer will be...
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Senior Advanced Planning Attorney
2 weeks ago
Milwaukee, Wisconsin, United States Think Systems, Inc. Full timeJob Requirements: Think Systems, Inc. is seeking an Advanced Planning Attorney to support a dynamic group of financial advisors in delivering superior financial planning for high-net-worth clients. Key Responsibilities:• Consult with financial advisors on clients' planning goals and objectives daily.• Write articles with practical insights based on...
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Advanced Planning Attorney
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeJob SummaryWe are seeking a highly skilled Advanced Planning Attorney to join our team at Northwestern Mutual. As a key member of our Career Distribution function, you will play a critical role in supporting our financial advisors in delivering best-in-class planning for high-net-worth clients.ResponsibilitiesConsult with financial advisors on client...
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Advanced Planning Attorney
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAbout the RoleNorthwestern Mutual is seeking a highly skilled Advanced Planning Attorney to join our team. As a key member of our Career Distribution function, you will play a critical role in achieving sales and growth objectives.ResponsibilitiesCollaborate with financial advisors to develop comprehensive planning strategies for high-net-worth...
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Advanced Planning Attorney
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Life Insurance Company Full timeJob Summary:We are seeking a highly skilled Advanced Planning Attorney to join our team at Northwestern Mutual. As a key member of our Career Distribution function, you will work closely with our financial advisors to provide best-in-class planning for high-net-worth clients. Your expertise in tax and financial planning will be instrumental in helping our...
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Advanced Planning Attorney
4 weeks ago
Milwaukee, United States Northwestern Mutual Life Insurance Company Full timeAt 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...
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Advanced Planning Attorney
4 weeks ago
Milwaukee, United States Northwestern Mutual Full timeAt 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...
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Estate Planning Attorney
4 weeks ago
Milwaukee, Wisconsin, United States gpac Full timeSeeking a Strong Estate Planning AttorneyWe are looking for a highly skilled Estate Planning Attorney to join our team at GPAC, a leading search firm specializing in placing quality professionals across the United States.The ideal candidate will have a strong background in estate planning, with a focus on drafting wills, trusts, powers of attorney, and...
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Senior Corporate Attorney
3 weeks ago
Milwaukee, Wisconsin, United States Robert W Baird & Co Full timeJoin Our Team as a Senior Corporate AttorneyAt Robert W Baird & Co, we are seeking a highly skilled Senior Corporate Attorney to join our team. As a Senior Corporate Attorney, you will play a key role in negotiating various vendor contracts, real estate leases, product selling agreements, and control agreements. You will also review and advise senior...
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Estate Planning Attorney
4 weeks ago
Milwaukee, Wisconsin, United States SkyWater Search Partners Full timeEstablish a Thriving Estate Planning PracticeA dynamic law firm in Waukesha County seeks an experienced Estate Planning Attorney to spearhead the development of their estate planning practice area.The ideal candidate will possess 4-8 years of estate planning expertise and a partial book of business, as they will be responsible for building and maintaining a...
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Estate Planning Attorney
2 months ago
Milwaukee, United States SkyWater Search Partners Full timeA small but quickly growing law firm in Waukesha County is looking to add an experienced Estate Planning Attorney to their team. Their ideal candidate has 4-8 years of estate planning experience and at least a partial book of business, as they will be responsible for establishing the estate planning practice area at this firm. A full book of business is not...
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Estate Planning Attorney
20 hours ago
milwaukee, United States SkyWater Search Partners Full timeA small but quickly growing law firm in Waukesha County is looking to add an experienced Estate Planning Attorney to their team. Their ideal candidate has 4-8 years of estate planning experience and at least a partial book of business, as they will be responsible for establishing the estate planning practice area at this firm. A full book of business is not...
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Estate Planning Attorney
3 weeks ago
Milwaukee, Wisconsin, United States Taylor Root Full timeBoutique Law Firm in MilwaukeeOur team at Taylor Root is seeking an experienced Estate Planning Attorney to join our tight-knit group. This is an excellent opportunity to work on complex Probate cases and high net-worth estate plans, providing a "big firm" feel with a "small firm" environment.Key Benefits: Competitive salary range: $80,000 - $100,000...
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Senior Litigation Attorney
2 weeks ago
Milwaukee, Wisconsin, United States Knowhirematch Full timeJob OverviewKnowhirematch is seeking a highly skilled Senior Litigation Attorney to join our Wisconsin litigation group. This is an exceptional opportunity for long-term advancement and professional development.The ideal candidate will have 8+ years of relevant litigation experience in real estate, corporate, or contract law, or in representing governmental...
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Estate Planning Attorney Position
3 weeks ago
Milwaukee, Wisconsin, United States SkyWater Search Partners Full timeAbout the Role:We are seeking an experienced Estate Planning Attorney to join our team at SkyWater Search Partners. As a key member of our team, you will be responsible for establishing and growing our estate planning practice area.Responsibilities:Establish and grow our estate planning practice areaDevelop and maintain a book of businessWork closely with...