At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
Summary
Support the company's financial representatives and their staff by providing them and their clients' professional advisors with expertise in the estate planning, business planning, high net worth, and retirement planning markets and the use of Northwestern Mutual products and services within those markets.
Primary Duties and Responsibilities
- Consult with financial representatives and their staff through daily telephone communications.
- Train financial representatives, their staff, and outside centers of influence at various schools, network office events, and digital events.
- Research and write content for various Sophisticated Planning Strategies publications, tools and resources, and articles.
- Lead SPS projects and company-wide projects on matters important to the advanced markets, including the estate planning, business planning, high net worth, and retirement planning markets.
- Maintain and grow deep subject matter expertise on tax and legal issues impacting the advanced markets through legal and tax research and analysis of industry trends. Use this knowledge to help drive company strategy.
Qualifications
- Bachelor's degree and JD from accredited law school.
- Must be licensed to practice law in at least one state (Wisconsin not required).
- Minimum of ten years of experience in a law firm or financial services firm.
- Knowledge and experience in the areas of business planning, estate planning, tax planning, high net worth planning, or retirement planning.
- Knowledge of or a willingness to understand financial services products and the Northwestern Mutual distribution system.
- The ability to comprehend, evaluate and explain complex planning concepts in laymen terms in daily telephone communications and oral presentations, and in written publications.
- Series 6 or 7 is required, or ability to obtain within 120 days of hire.
- CLU/ChFC or CFP designation preferred but not required.
#LI-Onsite or #LI-Hybrid
Compensation Range:
Pay Range - Start:
$133,140.00
Pay Range - End:
$247,260.00
Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additiona l information relating to location-based pay structures.
Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now!
We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.
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 commitment to diversity and inclusion.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
What the Team is Saying
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 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.
