At Northwestern Mutual, our vision is to redefine financial security and become America's most trusted financial partner. A key pillar of our vision and success is our strong and vibrant group of advisors. This role sits within the Field Function, which is at the forefront of working across the company’s headquarters and the nationwide group of advisors to achieve sales and growth objectives.
What's the job?
Northwestern Mutual’s Advanced Planning group is a collaborative team of professionals supporting a diverse and dynamic group of financial advisors providing best-in-class planning for high-net-worth clients. By combining industry-leading subject matter expertise and thought leadership, we help our financial advisors deliver superior and comprehensive financial planning for clients. We bring new ideas and critical thinking when solving complex problems and shaping the ever-changing planning landscape.
Primary Duties and Responsibilities:
- Consult with financial advisors and their staff on their clients’ planning goals and objectives through daily telephone communications
- Train financial representatives, their staff, and clients' representatives (e.g., attorneys and accountants) at various schools, network office events, and digital events
- Research and write content for various publications, resources, and articles
- Contribute subject matter expertise and leadership to company-wide projects to support the estate, business, high-net-worth, and retirement 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
Qualifications:
- Bachelor's degree
- JD from accredited law school and licensed to practice law in at least one state
- Advanced degrees and designations, such as LLM, CLU®, CFP®, preferred but not required
- Minimum of five (5) years of tax, financial planning, and/or legal experience
- FINRA Series 6 or Series 7, or attainment within six (6) months of hire
- Knowledge and experience in planning for high-net-worth clients, such as estate planning, tax planning, business planning, executive benefits, and charitable planning
- Knowledge of financial and insurance products and services and how they fit into advanced planning concepts
- Exceptional verbal, written, and presentation skills, with client experience preferred
- Ability to comprehend and evaluate complex planning concepts and explain them clearly and concisely
Compensation Range:
Pay Range - Start:
$112,210.00
Pay Range - End:
$208,390.00
Geographic Specific Pay Structure:
Structure 110:
$123,410.00 USD - $229,190.00 USD
Structure 115:
$129,010.00 USD - $239,590.00 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.
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.
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