Assistant Director – Concierge Planning Attorney
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Job Description
Assistant Director providing case consultation and strategy for estate and business planning at Northwestern Mutual. Collaborating on wealth plans for high-net-worth clients.
Responsibilities:
- Active collaboration with attorneys, CFPs, CPAs, and wealth management advisors
- Design strategies based on clients’ goals and financial situation
- Lead presentation of wealth plans to advisors and clients
Requirements:
- JD from an accredited program
- Minimum of 5 years of estate and business planning experience
- FINRA Series 6 or 7 within the first 6 months of hire
- Strong analytical skills
- Experience with planning software
Benefits:
- Health insurance
- Retirement plans
- Professional development opportunities
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