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Estate and Business Planning Attorney

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

This role leads case work with our highly successful Wealth Management Advisors, their affluent clients, other advisors, and the Concierge Planning team. In that capacity, serves as the point of contact for case review and strategy, analysis of comprehensive financial plans, and solutions to address complex Estate, Business, Retirement and Wealth Management and Transfer goals. This role will also develop and deliver engaging and inclusive presentations to Advisors, their clients, and Home Office Leadership about Concierge Planning’s services and capabilities.  Ability to present comprehensive financial plans and solutions to advisors, their affluent clients, and other advisors (e.g., attorneys, accountants, CFOs, etc.) is an essential part of the role.

Bring Your Best! What this role needs:

  • Bachelor’s Degree and Juris Doctorate with 10+ years of legal experience in a law firm, insurance or financial services company
  • Licensed to practice law in at least one state
  • Solid understanding of insurance and investment products; NM product knowledge a plus
  • Demonstrated expertise working on sophisticated cases, including planning for businesses and business owners, estate planning, and in general for affluent clients
  • Strong written skills articulating complex concepts and financial data in the plan
  • Effectively communicates and engaging interpersonal skills, both written and verbal with a diverse client base and financial needs
  • Experience and knowledge with planning tools
  • Proven ability to build rapport and exercise tact and diplomacy
  • Willingness and ability to work within a team environment and to accept constructive feedback
  • Ability to travel as needed to present to clients and advisors
  • Other designations and licensing strongly preferred:
  • LLM, CFP, CPA, MBA (strongly preferred)
  • CLU, ChFC, MSFS, AEP (preferred)
  • Series 6 or 7 Licensing (preferred)

Benefits:

  • Competitive base pay
  • 401K
  • Pension plan
  • Educational assistance
  • Performance based incentive pay
  • Medical, dental and vision insurance
  • Parental leave
  • Caregiver time off
  • ….and more

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.

We will offer reasonable accommodations

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This job is not covered by the existing Collective Bargaining Agreement.

Required Certifications:

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.


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.