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Northwestern Mutual

You’ll Like It Here At Northwestern Mutual, we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years. Here, you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs. We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities, commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://careers.northwesternmutual.com/

Assistant Director – Concierge Planning Attorney

AttorneyAttorneyFull TimeRemoteLeadTeam 5,001-10,000Since 1869H1B SponsorCompany SiteLinkedIn

Location

Wisconsin

Posted

53 days ago

Salary

$114.5K - $212.6K / year

Seniority

Lead

Professional Certificate5 yrs expEnglish

Job Description

• Active collaboration with attorneys, CFPs, CPAs, and wealth management advisors • Design strategies based on clients’ goals and financial situation • Lead presentation of wealth plans to advisors and clients

Job Requirements

  • JD from an accredited program
  • Minimum of 5 years of estate and business planning experience
  • FINRA Series 6 or 7 within the first 6 months of hire
  • Strong analytical skills
  • Experience with planning software

Benefits

  • Health insurance
  • Retirement plans
  • Professional development opportunities

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