Advanced Planning Attorney
3 days ago
Northwestern 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.
Responsibilities- Collaborate with financial advisors to develop comprehensive planning strategies for high-net-worth clients
- Conduct in-depth legal and tax analysis to inform planning decisions
- Develop and deliver educational content to advisors, clients, and their representatives
- Lead company-wide projects to support planning initiatives
- Stay up-to-date on industry trends and developments in estate planning, tax planning, business planning, executive benefits, and charitable planning
- Bachelor's degree
- JD from an 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
- Exceptional verbal, written, and presentation skills, with client experience preferred
- Competitive base pay
- 401K
- Pension plan
- Educational assistance
- Performance-based incentive pay
- Medical, dental, and vision insurance
- Parental leave
- Caregiver time off
We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age, or status as a protected veteran, or any other characteristic protected by law.
Grow Your Career with UsAt Northwestern Mutual, we are committed to delivering financial security to our clients and creating a positive impact in our communities. We offer a dynamic and supportive work environment, with opportunities for growth and development.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
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