财富规划律师
Wealth Planning Attorney
职位简介：
这是一个面向客户的职位，属于一个充满活力、不断壮大的团队，该团队设计并提供全面的遗产和商业计划、思想领导力、规划教育以及针对高净值和超高净值客户复杂规划需求的定制咨询服务。高级总监将提供复杂的案例咨询和战略指导，迅速在广泛的高级规划主题之间切换，并评估法律文件和规划结构，以提供清晰、实用的见解。凭借深厚的遗产和商业规划专业知识、保密性以及良好的职业判断，这位律师将帮助顾问和客户将规划策略与客户目标保持一致，评估选项，并确定可执行的下一步行动。该职位需要出色的遗产和商业规划能力、高管气质、强大的沟通和影响力技能，以及卓越的写作和组织能力。
工作职责：
- 与其他团队成员（律师、CFP、CPA）及顶尖财富管理顾问积极协作，为高净值和超高净值客户提供全面的规划方案，提供思想领导力、规划教育和定制咨询服务，重点包括遗产规划、财富传承、企业继承、税务减免和高管薪酬策略。
- 评估每位客户财务状况、目标和规划优先事项，识别机会，制定针对性策略，提出实际建议，并支持客户做出自信的决策。
- 以符合西北互助保险（Northwestern Mutual）投资和人寿保险综合方法的方式评估和定位规划解决方案。
- 以高管气质、可信度和影响力，主持顾问和客户的演示，教育并促成知情的规划决策。
- 与客户的外部法律和税务顾问有效合作，促进协调一致，明确目标并实现规划目标的协同执行。
- 快速评估并回应各种高级规划问题，运用保密性和良好的职业判断，满足客户和顾问的细微需求。
- 按照既定的服务水平预期管理流程，提供高质量的分析和咨询服务。
- 建立并利用跨职能关系，应对高净值和超高净值市场的复杂客户情况。
查看英文原文
About the Job:
This client-facing role is part of a dynamic, growing team that designs and delivers comprehensive estate and business plans, thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth clients with complex planning needs. The Senior Director will provide sophisticated case consultation and strategic guidance, quickly pivot across a broad range of advanced planning topics, and evaluate legal documents and planning structures to deliver clear, practical insights. Leveraging deep estate and business planning expertise, discretion, and sound professional judgment, this attorney will help advisors and clients align planning strategies with client goals, evaluate options, and identify actionable next steps. The role requires exceptional estate and business planning acumen, executive presence, strong communication and influence skills, and superior writing and organizational capabilities.
What You'll Do:
- Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive plans, deliver thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth clients, with emphasis on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies.
- Assess each client’s financial circumstances, objectives, and planning priorities to identify opportunities, develop targeted strategies, frame practical recommendations, and support confident decision making.
- Evaluate and position planning solutions in a manner that reflects Northwestern Mutual’s integrated approach to investments and life insurance.
- Lead advisor and client presentations with executive presence, credibility, and the ability to influence, educate, and enable informed planning decisions.
- Engage effectively with clients’ outside legal and tax advisors to promote alignment, clarity, and coordinated execution of planning objectives.
- Quickly assess and respond to a broad range of advanced planning questions, exercising discretion and sound professional judgment to address nuanced client and advisor needs.
- Manage workflow and deliver high-quality analyses and consultation in accordance with established service level expectations.
- Build and leverage cross-functional relationships to address complex client circumstances in the high-net-worth and ultra-high-net-worth marketplace and support seamless delivery of planning guidance.
What You'll bring to the Role:
- JD from an accredited program. Additional advanced degree or designations preferred, such as CFP, CPA, or LL.M.
- Minimum of 10 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors.
- Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning.
- Deep knowledge and expertise in planning areas including tax optimization, estate and business succession, and wealth transfer strategies.
- FINRA Series 6 or 7 as well as state insurance license within the first 6 months of hire.
- Strong analytical capabilities, disciplined follow-through, sound prioritization, and demonstrated ability to collaborate effectively with other professionals.
- Exceptional written and verbal communication skills, with the ability to translate complex planning concepts into clear, client-friendly, and actionable guidance.
- Proven ability to build trust and credibility with financial advisors while contributing as a collaborative, solutions-oriented member of the team.
- Demonstrated executive presence and ability to influence advisors, clients, and stakeholders through credibility, clarity, sound judgment, and practical planning recommendations.
- A desire to mentor others is a plus.
- Highly skilled in the Microsoft suite, specifically including PowerPoint, and experienced using planning software, workflow tools, research platforms, and AI-enabled tools to support analysis, education, and efficient delivery of planning guidance.
Skills You Have:
- Consulting - Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers, solicits customer requirements, utilizes domain knowledge and collaborates with the right stakeholders.
- Customer Centricity -Applies a customer first mindset to design and continuously improve solutions, systems, processes, and services that support enterprise strategy, impact critical business outcomes, and drive organizational success.
- Interpersonal Savvy - Relates well to all kinds of people inside and outside of the organization. Builds appropriate rapport, constructive and effective relationships. Uses diplomacy and tact and diffuses high-tension situations comfortably.
- Learning Agility & Critical Thinking - Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends.
- Project Management - Delivers projects in alignment to business requirements, specific success criteria, and stakeholder expectations. Plans, manages, and completes projects keeping cost and time considerations in mind.
Compensation Range:
Pay Range - Start:
$176,000.00Pay Range - End:
$264,000.00Geographic Specific Pay Structure:
Structure 110:
$176,000.00 USD - $264,000.00 USDStructure 115:
$184,000.00 USD - $276,000.00 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.
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Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. 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.
Originally posted on Himalayas