Senior Director - Concierge Planning Attorney

Northwestern Mutual

16 days ago

3.8 on Glassdoor

Wisconsin

Onsite

Full Time

Senior

0 applicants

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About this role

A senior estate and business planning specialist provides comprehensive estate and wealth transfer strategies for high-net-worth clients. The role involves collaborating with other professionals, analyzing financial situations, and reviewing legal documents to develop customized plans that maximize tax efficiency and wealth transfer.

Skills

Qualifications

JD from an accredited programCFP, CPA or LL.M.10+ years estate and business planning experienceFINRA Series 6 or 7State insurance license

About Northwestern Mutual

northwesternmutual.com

Northwestern 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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