Summary

In this role, you will be part of a dynamic and growing team of professionals that designs comprehensive estate and business plans for clients with complex planning needs. You will provide in-depth case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your deep planning expertise to develop and deliver customized plans for high-net-worth and ultra-high-net-worth clients and business owners. Deep estate and business planning acumen, strong communication and influence skills, and excellent writing and organizational skills are required.

Primary Duties and Responsibilities

• 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.

Qualifications

• 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.

Logistics

We are open to US-Remote for this role.

#LI-Onsite or #LI-Hybrid or #LI-Remote

$133,140.00

$247,260.00

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.