As a High Net Worth Tax Planning Consultant, you will collaborate with CPA team members to design and implement financial plans for high-net-worth clients. You will analyze clients' financial situations, provide recommendations, and assist in delivering comprehensive financial solutions with an emphasis on tax optimization and estate planning.

Focus on delivering results for the adoption of the new planning experience with existing advisors and new recruits at Northwestern Mutual. Responsibilities include driving KPIs, providing personalized coaching, educating field leaders, and promoting planning philosophy.