Senior Director - Concierge Planning Attorney (Remote - US) at Northwestern Mutual

California, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

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
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

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
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
A desire to mentor others

Skills

Key technologies and capabilities for this role

Estate PlanningBusiness PlanningWealth TransferBusiness SuccessionTax MitigationExecutive CompensationLegal Document AnalysisFinancial AnalysisClient PresentationsJDCFPCPALL.M

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this role is open to US-Remote.

What qualifications are required for this role?

Candidates need a JD from an accredited program, minimum 10 years of estate and business planning experience preferably in consulting, extensive experience with high-net-worth clients, Series 6 or 7 (or obtain within 6 months), and home state insurance license (or obtain within 6 months). Additional advanced degrees like CFP, CPA, or LL.M. are preferred.

What is the compensation range for this position?

This information is not specified in the job description.

What is the team environment like?

You will be part of a dynamic and growing team of professionals including attorneys, CFPs, CPAs, and top wealth management advisors, with active collaboration and a focus on building relationships across the company.

What makes a strong candidate for this role?

Strong candidates have deep estate and business planning expertise, strong communication and influence skills, excellent writing and organizational skills, proven ability to develop trusting relationships, and a desire to mentor others.

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.

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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