Northwestern Mutual

Senior Director - Concierge Planning Attorney (Remote - US)

California, United States

Northwestern Mutual Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Wealth Management, Legal ServicesIndustries

Requirements

Candidates must possess a Juris Doctor (JD) degree from an accredited program, and a minimum of 10 years of experience in estate and business planning, preferably in a consulting role with clients and/or financial advisors. Additional advanced degrees such as CFP, CPA, or LL.M. are preferred, and Series 6 or Series 7 licenses are required or must be obtained within six months of hire, along with a Home State Insurance License also required or obtained within six months. Strong analytical skills and excellent written and verbal communication skills are essential, as is experience with planning software like MoneyGuidePro, eMoney Advisor, or WealthTec.

Responsibilities

This Senior Director will collaborate with a team of professionals to design comprehensive estate and business plans for high-net-worth and ultra-high-net-worth clients, analyzing clients’ financial situations to develop strategies and drive client decision-making. The role involves examining and positioning solutions focused on Northwestern Mutual’s approach, leading presentations to advisors and clients, and collaborating with clients’ outside legal and tax advisors. Responsibilities also include managing workflow, building relationships with other areas of the company, and ensuring seamless delivery of planning presentations, while maintaining a desire to mentor others.

Skills

Estate Planning
Business Planning
Legal Document Review
Client Consultation
Financial Analysis
Tax Strategies
Wealth Transfer
Business Succession
Tax Mitigation
Executive Compensation
Legal and Tax Collaboration
Presentation Skills
Organizational Skills

Northwestern Mutual

Provides financial security services, and wealth management

About Northwestern Mutual

Northwestern Mutual offers personalized financial planning, life insurance, and investment services, leveraging leading-edge technology to manage over $125 billion in client assets for more than 4.5 million clients.

Key Metrics

Milwaukee, WisconsinHeadquarters
1856Year Founded
N/ACompany Stage
Consulting, Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Growing your Career
Compensation & Time Off
Insurance plans
Health Savings Account
Wellness programs & resources
401(k) plan and cash balance contributions

Risks

Fintech platforms like Carefull challenge traditional financial advisory services.
Internal competition may arise from Wellthi's focus on the Black community.
Customer dissatisfaction may grow due to increased retirement age expectations.

Differentiation

Northwestern Mutual maintains the highest financial strength ratings in the industry.
The company launched 'The Great Realization' campaign to refocus customer priorities.
Northwestern Mutual offers a unique Long-Term Advantage product with life insurance benefits.

Upsides

The aging population increases demand for retirement planning and long-term care solutions.
Partnerships with tech firms enhance Northwestern Mutual's data analytics capabilities.
Digital transformation in insurance leads to more personalized customer experiences.

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