Senior Director of Estate and Wealth Planning

5 days ago


Franklin, Wisconsin, United States Northwestern Mutual Full time
Senior Director of Estate and Wealth Planning

We are seeking an experienced Senior Director of Estate and Wealth Planning to join our team at Northwestern Mutual.

About the Role

This is a dynamic and challenging role that requires a strong understanding of estate and business planning, as well as excellent communication and leadership skills. As a Senior Director, you will be responsible for designing comprehensive estate and business plans for clients with complex planning needs.

You will work closely with other professionals on the team, including attorneys, CFPs, and CPAs, to create customized plans that meet the unique needs of each client. Your expertise in tax optimization, estate and business succession, and wealth transfer strategies will be invaluable in this role.

Key Responsibilities
  • Analyze clients' financial situations to design strategies and drive client decision making
  • Examine and position solutions with focus on Northwestern Mutual's approach of integrating investments and life insurance
  • Lead presentations to advisors and clients to enable client decision making
  • Collaborate with clients' outside legal and tax advisors
  • Responsible for managing workflow in alignment with service level agreements
  • Build and leverage relationships with other areas of the company to address unique client circumstances
Qualifications
  • JD from an accredited program; additional advanced degree preferred (e.g., CFP, CPA, or LL.M.)
  • Minimum 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
  • Series 6 or 7 within the first 6 months of hire
  • Strong analytical skills, excellent follow-up, self-management of daily duties, and ability to collaborate with other professionals
  • Outstanding written and verbal communication skills, with ability to translate complex concepts into client-friendly advice
Benefits

We offer a competitive salary range of $133,140 - $247,260 per year, depending on experience. Other benefits include:

  • Flexible work schedules
  • Comprehensive benefits package
  • Employee resource groups

If you are a motivated and experienced professional looking to make a meaningful impact, we encourage you to apply for this exciting opportunity.



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