About the position
In this 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 in-depth case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your deep planning expertise to develop and deliver customized plans for high-net-worth and ultra-high-net-worth clients and business owners. Deep estate and business planning acumen, strong communication and influence skills, and excellent writing and organizational skills are required.
Responsibilities
• Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive plans for high-net-worth and ultra-high-net-worth clients with an emphasis on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies.
• Analyze clients' financial situations to design strategies and drive client decision making.
• Examine and position solutions with focus on Northwestern Mutual's approach of integrating investments and life insurance.
• Lead presentations to advisors and clients to enable client decision making.
• 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).
• Build and leverage relationships with other areas of the company to address unique client circumstances in the high-net-worth and ultra-high-net-worth marketplace and ensure seamless delivery of planning presentation.
Requirements
• JD from an accredited program.
• Additional advanced degree preferred, such as CFP, CPA, or LL.M.
• Minimum of 10 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors.
• Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning.
• Deep knowledge and expertise in planning areas including tax optimization, estate and business succession, and wealth transfer strategies.
• Series 6 or Series 7 required or obtain within the first 6 months of hire.
• Home State Insurance License required or obtain 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.
• A desire to mentor others is a plus.
Nice-to-haves
• Experience with planning software (such as MoneyGuidePro, eMoney Advisor, or WealthTec) a plus.
Benefits
• Compensation Range: Pay Range - Start: $149,380.00 Pay Range - End: $277,420.00
• Geographic Specific Pay Structure: 225 - Structure 110: 149,380.00 USD - 277,420.00 USD
• 225 - Structure 115: 156,170.00 USD - 290,030.00 USD
• 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.