Advanced Planning Attorney

4 weeks ago


Milwaukee, Wisconsin, United States Northwestern Mutual Life Insurance Company Full time

We 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 responsible for consulting with financial advisors on their clients' planning goals and objectives daily, writing articles with practical insights and applications based on technical research, and educating advisors, their financial planners, clients, and clients' representatives.

This role requires a Tax and Estate Planning Specialist with a JD from an accredited law school and licensed to practice law in at least one state, as well as five years of tax, financial planning, and legal experience. The ideal candidate will have knowledge and experience in planning for high-net-worth clients, including estate planning, tax planning, business planning, executive benefits, and charitable planning.

We offer a competitive salary and benefits package, including a pension plan, performance-based incentive pay, medical, dental, and vision insurance. Northwestern Mutual is 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.



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