Wealth Planning Attorney

🔥 17 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $176k - $264k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Attorney / Lawyer

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Northwestern Mutual

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1869

💸 Finance

🛡️ Insurance

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.

📋 Description

• Collaborate with attorneys, CFPs, CPAs, and wealth management advisors to create comprehensive plans, deliver thought leadership, planning education, and targeted consultation • Assess clients’ financial circumstances, objectives, and planning priorities to identify opportunities and develop targeted strategies • Evaluate and position planning solutions reflecting Northwestern Mutual’s integrated approach to investments and life insurance • Lead advisor and client presentations • Engage with clients’ outside legal and tax advisors to promote alignment and coordinated execution • Respond to advanced planning questions using discretion and professional judgment • Manage workflow and deliver high-quality analyses and consultation within service level expectations • Build cross-functional relationships to address complex client circumstances and support delivery of planning guidance

🎯 Requirements

• JD from an accredited program • Minimum of 10 years of estate and business planning experience • 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 tax optimization, estate and business succession, and wealth transfer strategies • FINRA Series 6 or 7 as well as state insurance license within the first 6 months of hire • Strong analytical capabilities, disciplined follow-through, sound prioritization, and demonstrated ability to collaborate effectively with other professionals • Exceptional written and verbal communication skills • Proven ability to build trust and credibility with financial advisors • Demonstrated executive presence and ability to influence advisors, clients, and stakeholders • Highly skilled in the Microsoft suite, specifically including PowerPoint, and experienced using planning software, workflow tools, research platforms, and AI-enabled tools • Additional advanced degree or designations such as CFP, CPA, or LL.M. preferred • A desire to mentor others is a plus