Senior Advanced Planning Attorney
Northwestern Mutual(1 month ago)
About this role
The Advanced Planning Advisor at Northwestern Mutual partners with financial advisors to deliver sophisticated planning for high-net-worth clients. The role supports advisors through consultation, thought leadership, and development of planning resources, contributing to company-wide projects and research on tax and legal issues.
Required Skills
- Consulting
- Training
- Research
- Writing
- Estate Planning
- Tax Planning
- Business Planning
- Executive Benefits
- Charitable Planning
- Financial Products
+2 more
Qualifications
- Bachelor's Degree
- JD
- Licensed Attorney
- LLM (Preferred)
- CLU (Preferred)
- CFP (Preferred)
- FINRA Series 6
- FINRA Series 7
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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