Senior Director – Concierge Planning Attorney

November 15

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

🧀 Wisconsin – Remote

Although this job is listed in Wisconsin, this company may be open to hiring remote in other states.

💵 $149.4k - $277.4k / year

⏰ Full Time

🟠 Senior

🧑‍💼 Attorney

🦅 H1B Visa Sponsor

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Northwestern Mutual

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Finance • Insurance

Northwestern Mutual is a leading financial services and life insurance company based in Milwaukee, Wisconsin. It offers its clients a broad range of financial planning services including life insurance, disability insurance, long-term care insurance, and personalized investment strategies through its network of financial advisors. Known for its strong corporate culture and commitment to employee development, Northwestern Mutual provides an environment that fosters growth, diversity, and meaningful work opportunities. The company emphasizes flexibility, career growth, and a supportive work culture, making it an attractive place for both new and experienced professionals. Furthermore, Northwestern Mutual prioritizes technology and innovation in financial services, aiming to revolutionize the industry from within.

5001 - 10000 employees

Founded 1869

💸 Finance

📋 Description

• Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive plans for high-net-worth and ultra-high-net-worth clients with an emphasis on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies • 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 (i.e., delivery of requested analyses and services timely and accurately) • Build and leverage relationships with other areas of the company to address unique client circumstances in the high-net-worth and ultra-high-net-worth marketplace and ensure seamless delivery of planning presentation

🎯 Requirements

• JD from an accredited program • Additional advanced degree preferred, such as CFP, CPA, or LL.M. • Minimum of 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 Series 7 required or obtain within the first 6 months of hire • Home State Insurance License required or obtain within the first 6 months of hire • Strong analytical skills • Requires excellent follow-up, self-management of daily duties, and ability to collaborate with other professionals • Outstanding written and verbal communication skills with the ability to translate complex concepts into client-friendly, understandable, and actionable advice • Proven ability to develop trusting relationships with financial advisors and be a team player • A desire to mentor others is a plus • Experience with planning software (such as MoneyGuidePro, eMoney Advisor, or WealthTec) a plus

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development opportunities