In this client-facing role, you will be part of a dynamic and growing team of professionals that designs comprehensive estate and business plans for clients with complex planning needs. You will provide case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your planning experience to develop and deliver customized plans for high-net-worth clients and business owners. Existing estate and business planning acumen, strong communication and influence skills, and excellent writing and organizational skills are required.
Primary Duties and Responsibilities
- Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive wealth plans for high-net-worth clients with an emphasis on estate planning, wealth transfer, and business succession strategies.
- Design strategies based on the clients' goals and financial situation to inform and drive client decision making.
- Lead presentation of wealth plans to advisors and clients.
- Collaborate with clients' outside legal and tax advisors.
- Responsible for managing workflow in alignment with service level agreements (i.e., delivery of requested analyses and services timely and accurately).
Qualifications
- JD from an accredited program. Additional advanced degree or designations preferred, such as CFP, CPA, or LL.M.
- Minimum of 5 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors.
- Existing knowledge and willingness to deepen in planning areas including tax optimization, estate and business succession, and wealth transfer strategies.
- Experience working directly with high-net-worth clients in estate and business planning, as well as tax planning.
- FINRA Series 6 or 7 as well as state insurance license within the first 6 months of hire.
- Strong analytical skills. Requires excellent follow-up, self-management of daily duties, and ability to collaborate with other professionals.
- Outstanding written and verbal communication skills with the ability to translate complex concepts into client-friendly, understandable, and actionable advice.
- Proven ability to develop trusting relationships with financial advisors and be a team player.
- Experience with planning software (such as MoneyGuidePro, eMoney Advisor, or WealthTec) a plus.
#li-Remote
Compensation Range:
Pay Range - Start:
$114,450.00
Pay Range - End:
$212,550.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
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Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
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 our commitment to a culture of belonging.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
What the Team is Saying
Northwestern Mutual Compensation & Benefits Highlights
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Retirement Support — The package includes both a 401(k) and a company‑funded cash balance pension with automatic company contributions and disclosed vesting. This dual‑plan structure and cash‑balance credits strengthen long‑term savings support.
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Parental & Family Support — Paid parental leave, caregiving leave, and adoption/surrogacy assistance are explicitly provided for eligible employees. Fertility and family‑building resources are also highlighted as part of the offering.
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Healthcare Strength — Medical, dental, and vision coverage are paired with mental‑health resources and access to on‑site health centers in key locations. Fitness centers and reimbursements extend health and wellness support beyond core insurance.
Northwestern Mutual Insights
What We Do
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/
Why Work With Us
We invest in our people. We know careers are about choices, so we provide intentional opportunity. Here you can build creative ways to make finance accessible anywhere and revolutionize traditional processes. As a mutual company, our focus is our people — whether professional development or investments in the community.
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Northwestern Mutual Teams
Northwestern Mutual Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We offer a flexible, hybrid approach for our employees . Teams are in the office a few days a week and work from home the others.
