At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
What's the job?
Northwestern Mutual's Advanced Planning group is a collaborative team of professionals supporting a diverse and dynamic group of financial advisors providing best-in-class planning for high-net-worth clients. By combining industry-leading subject matter expertise and thought leadership, we help our financial advisors deliver superior and comprehensive financial planning for clients. We bring new ideas and critical thinking when solving complex problems and shaping the everchanging planning landscape.
Responsibilities of this role: Consult with financial advisors on their clients' planning goals and objectives daily
Write articles with practical insights and applications based on technical research
Educate advisors, their financial planners, clients, and clients' representatives (e.g., attorneys and accountants)
Conduct legal, planning, and tax analysis based on clients' facts and circumstances
Lead and support company-wide projects to support planning for clients
Build and maintain deep knowledge on tax and legal issues impacting financial planning through analysis of industry trends, including estate planning, tax planning, business planning, executive benefits, and charitable planning
Bring your best! What the role requires: - Bachelor's degree
- JD from accredited law school and licensed to practice law in at least one state
- Advanced degrees and designations, such as LLM, CLU(r), CFP(r), preferred
- Ten years of tax, financial planning, and legal experience, with financial services strongly preferred
- FINRA Series 6 or Series 7, or attainment within six months of hire
- Knowledge and experience in planning for high-net-worth clients, such as estate planning, tax planning, business planning, executive benefits, and charitable planning
- Knowledge of financial and insurance products and services and how they fit into advanced planning concepts
- Exceptional verbal, written, and presentation skills, with client experience preferred
- Ability to comprehend and evaluate complex planning concepts and explain them clearly and concisely
Benefits: - Competitive base pay!
- 401K
- Pension plan
- Educational assistance
- Performance based incentive pay
- Medical, dental and vision insurance
- Parental leave
- Caregiver time off
- ....and more
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.
We will offer reasonable accommodations
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Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now!
W e 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 Colorado or outside of a Corporate location, please click here for information pertaining to compensation and benefits.
FIND YOUR FUTURE
We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.
