Estate Planning Strategist

7 days ago


Franklin, Wisconsin, United States Northwestern Mutual Full time
Job Description

We are seeking a highly skilled Estate Planning Strategist to join our dynamic team at Northwestern Mutual. As a key member of our team, you will play a crucial role in designing comprehensive estate and business plans for clients with complex planning needs.

About the Role

In this position, you will be responsible for providing in-depth case consultation and strategy, analyzing legal documents, and developing customized plans for high-net-worth and ultra-high-net-worth clients and business owners. You will work closely with other professionals on the team, including attorneys, CFPs, and CPAs, to create comprehensive plans that meet the unique needs of our clients.

Responsibilities
  1. Analyze clients' financial situations to design strategies and drive client decision making.
  2. Examine and position solutions with focus on Northwestern Mutual's approach of integrating investments and life insurance.
  3. Lead presentations to advisors and clients to enable client decision making.
  4. Collaborate with clients' outside legal and tax advisors.
  5. Responsible for managing workflow in alignment with service level agreements (i.e., delivery of requested analyses and services timely and accurately).
Qualifications
  • JD from an accredited program. Additional advanced degree preferred, such as CFP, CPA, or LL.M.
  • Minimum of 10 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors.
  • Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning.
  • Deep knowledge and expertise in planning areas including tax optimization, estate and business succession, and wealth transfer strategies.
Benefits

We offer a competitive salary range of $133,140.00 - $247,260.00, based on experience and qualifications. In addition, we provide flexible work schedules, concierge service, comprehensive benefits, employee resource groups, and opportunities for career growth and development.

Location

This role is open to US-Remote candidates. We are committed to diversity and inclusion, and welcome applications from qualified individuals who share our values.



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