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Summary : Part of a team of legal professionals that designs comprehensive estate and business plans for clients with complex planning needs.
Provides in-depth case consultation and strategy, and reviews and analyzes legal documents and provides written overviews.
Uses planning expertise to develop and deliver customized plans for high-net-worth clients and business owners. Requires estate and business planning acumen, strong communication and influence skills, excellent writing skills.
Primary Duties & Responsibilities :
- Active collaboration with Concierge Planning team members and top wealth management advisors to create comprehensive plans with an emphasis on estate planning, business succession, tax optimization and executive compensation strategies.
- Analyze clients’ financial statuses to build strategies and drive client decision making.
- Examine and position financial solutions with focus on Northwestern Mutual’s approach of integrating investments and life insurance.
- Make presentations to advisors and clients, often in a lead role, to enable client decision making.
- Build and leverage relationships with other areas of the company to address unique client circumstances in the high net worth marketplace and ensure seamless delivery of financial plans.
Qualifications :
- Law degree from accredited program. Member of Bar in resident state.
- Minimum of 5 years of estate and business planning experience; preferably in a consulting role with clients and / or advisors.
- Existing knowledge and willingness to deepen in areas including tax optimization, estate, business planning or high net worth strategies.
- Series 6 or 7 within 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 client-oriented approach to translate the complex to understandable.
- Proven ability to develop trusting relationships with financial advisors.
- Advanced skills with a variety of planning software and / or excel desired.
- Team player, with the ability to work with and others frequently.
Required Certifications :
Series 6 - FINRA, Series 7 - FINRA
Compensation Range : Pay Range - Start :
Pay Range - Start : $100,030.00
$100,030.00
Pay Range - End : $185,770.00
$185,770.00
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