Assistant Director - Concierge Planning Attorney

Northwestern Mutual – Corporate Careers

4.5

(41)

Rome, WI (Remote)

Why you should apply for a job to Northwestern Mutual – Corporate Careers:

Ranked as one of the Best Finance Companies for Women in 2023

4.5/5 in overall job satisfaction

4.9/5 in supportive management

73% say women are treated fairly and equally to men

83% would recommend this company to other women

86% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.

A concierge service that will tackle your personal "to-do" list, such as running errands, organizing vacations, and scheduling services.

12 weeks of paid parental leave along with programs that support family planning services.

Strong commitment to philanthropy evidenced by the NWM Foundation and each employee receiving 16 paid hours annually for volunteering.

#JR-44638

Position summary

uccession 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.

Compensation Range:

Pay Range - Start:
$114,450.00

Pay Range - End:
$212,550.00

Geographic Specific Pay Structure:

Structure 110:
$125,930.00 USD - $233,870.00 USD

Structure 115:

$131,600.00 USD - $244,400.00 USD

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.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

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.