Senior Director - Concierge Planning Attorney (Remote - US)
Northwestern MutualSalary not specified
- Full Time
- Senior (5 to 8 years)
$60,000 – $90,000Compensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Wealth ManagementIndustries
Requirements
Candidates should possess a Bachelor’s degree and demonstrate at least 5 years of experience in wealth management, with a strong understanding of fiduciary duties, applicable laws, estate planning techniques, and financial planning principles. They should also have extensive knowledge of governing documents and account agreements, as well as familiarity with trust and tax law.
Responsibilities
The Sr Relationship Advisor will manage an assigned account base of sophisticated wealth management clients by collaborating with client service teams and advisors to understand client needs and goals, leading client conversations focused on goals-driven wealth management and holistic advice, and providing proactive advice on NT’s products, regulatory changes, and appropriate actions. They will also maintain extensive knowledge of NT resources, identify opportunities for relationship enhancement, cultivate relationships with referral sources, travel to meet clients, teach and mentor less experienced partners, advise Relationship Advisors on fiduciary issues, and participate in community and professional organizations.
Skills
Wealth Management
Fiduciary Duties
Estate Planning
Financial Planning
Trust Law
Tax Law
Client Relationship Management
Goal-Based Advice
Referral Sources
Northern Trust
About Northern Trust
N/AHeadquarters
N/AYear Founded
N/ACompany Stage