Assistant Director - Concierge Planning Attorney
Northwestern Mutual(1 month ago)
About this role
This client-facing role designs comprehensive estate and business plans for high-net-worth clients and business owners with complex planning needs. The position provides case consultation and strategy, reviews and analyzes legal documents, and delivers customized wealth plans in collaboration with advisors. The role emphasizes tax optimization, wealth transfer, and business succession planning while engaging with clients and external advisors.
Required Skills
- Estate Planning
- Business Planning
- Tax Planning
- Wealth Transfer
- Business Succession
- Client Consultation
- Communication
- Writing
- Organization
- Analytical Skills
+1 more
Qualifications
- JD
- CFP
- CPA
- LL.M
- FINRA Series 6
- FINRA Series 7
- State Insurance License
About Northwestern Mutual
northwesternmutual.comNorthwestern Mutual is a financial partner that offers personalized plans, top-rated services and life insurance. Find a financial advisor and get started on your plan today.
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