Senior Advanced Planning Attorney

3 weeks ago


Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time

Job 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 planning goals and objectives
  • Write articles on practical insights and applications based on technical research
  • Conduct legal, planning, and tax analysis based on client 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

Requirements:

  • Bachelor's degree and JD from accredited law school
  • 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

What We Offer:

  • Competitive base pay
  • 401K Pension plan
  • Medical, dental and vision insurance
  • Parental leave
  • Caregiver time off

About Us: Northwestern Mutual Life Insurance is a leading provider of financial services, committed to delivering financial security to our clients. We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment.



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