Senior Director - Concierge Planning Attorney

October 26

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Northwestern Mutual

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To learn about our company visit Northwestern Mutual's website at www.northwesternmutual.com

5001 - 10000

Description

• Part of a dynamic team designing comprehensive estate and business plans for clients. • Provide in-depth case consultation and strategy, and analyze legal documents. • Develop and deliver customized plans for high-net-worth clients and business owners. • Collaborate with attorneys, CFPs, and CPAs on comprehensive plans. • Analyze financial situations to design strategies and drive decision making. • Lead presentations to advisors and clients.

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 7 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.