Senior Advanced Planning Attorney
3 weeks ago
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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