Senior Director - Concierge Planning Attorney (Remote - US)
Northwestern Mutual
Franklin, WI
9 days ago
$149,380 - $277,420
Job Description
Join Northwestern Mutual as a Senior Director - Concierge Planning Attorney and leverage your expertise in estate and business planning to create customized solutions for high-net-worth clients. This remote role emphasizes collaboration, strategy development, and impactful client presentations within a supportive team environment.
Key Responsibilities
Collaborate with attorneys, CFPs, CPAs, and wealth management advisors
Analyze clients' financial situations and design strategies
Examine and position solutions integrating investments and life insurance
Lead presentations to advisors and clients
Collaborate with clients' outside legal and tax advisors
Manage workflow in alignment with service level agreements
Build relationships to address unique client circumstances
Required Qualifications
JD from an accredited program
Minimum of 10 years of estate and business planning experience
Extensive experience with high-net-worth clients
Deep knowledge in tax optimization, estate and business succession
Series 6 or Series 7 required
Home State Insurance License required
Strong analytical skills
Outstanding written and verbal communication skills
Proven ability to develop trusting relationships
Preferred Qualifications
Additional advanced degree (CFP, CPA, or LL.M.)
Experience with planning software (MoneyGuidePro, eMoney Advisor, or WealthTec)
Desire to mentor others
Benefits & Perks
Flexible work schedulesConcierge serviceComprehensive benefitsEmployee resource groups