Assistant Director – Concierge Planning Attorney
Northwestern Mutual
full-time
Posted on:
Location Type: Remote
Location: Wisconsin • United States
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Salary
💰 $114,450 - $212,550 per year
Job Level
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
estate planningbusiness planningfinancial analysisstrategic design
Soft Skills
collaborationpresentation skillsanalytical skills
Certifications
JDFINRA Series 6FINRA Series 7