Sr Director Wealth Planning

Min 10 yrs required

Full-time

No

Job Title: Sr Director Wealth Planning
Salary Range: $133, - $247, per year
Location: Remote-Texas
Date Posted: 05 Feb 2024

About the Company:

At Northwestern Mutual, we prioritize our people and their growth. We are a strong, innovative, and growing company that makes a positive difference in the lives of our clients.

Position Summary:

As the Senior Director of Wealth Planning at Northwestern Mutual, you will support our financial representatives and their staff by providing expertise in estate planning, business planning, high net worth, and retirement planning markets. You will also be responsible for leading projects and driving company strategy in these areas.

Primary Duties and Responsibilities:

- Consult with financial representatives and their staff on a daily basis through telephone communications.
- Train financial representatives, their staff, and outside centers of influence at various events.
- Research and write content for various publications and resources.
- Lead projects related to the advanced markets, including estate planning, business planning, high net worth, and retirement planning.
- Maintain and grow expertise in tax and legal issues impacting the advanced markets.

Qualifications:

- Bachelor's degree and JD from an accredited law school.
- Must be licensed to practice law in at least one state (Wisconsin not required).
- Minimum of ten years of experience in a law firm or financial services firm.
- Knowledge and experience in estate planning, business planning, tax planning, high net worth planning, or retirement planning.
- Familiarity with financial services products and the Northwestern Mutual distribution system.
- Ability to explain complex planning concepts in simple terms through various forms of communication.
- Series 6 or 7 license required, or ability to obtain within 120 days of hire.
- CLU/ChFC or CFP designation preferred but not required.

Compensation Information:

The salary for this position is determined by several factors, including the candidate's skills, education, training, credentials, and experience. It is not typical for an individual to be hired at the top of the salary range and decisions are made on a case-by-case basis. Please note that the salary range listed is the standard pay structure and may vary based on location.

Join Our Team:

Grow your career with Northwestern Mutual, a company that prioritizes our clients' interests. We are an equal opportunity employer and strive to create a diverse and inclusive workplace for all employees.

If you are interested in this position and reside in California, Colorado, New York City, Washington, or outside of a corporate location, please click the link provided for information on compensation and benefits.

H1: Join Our Team and Grow Your Career with Northwestern Mutual
H2: Senior Director Wealth Planning Opportunity at a Strong and Innovative Company

Bullet Points:
- Support financial representatives and their staff with expertise in estate planning, business planning, high net worth, and retirement planning markets
- Consult and train through telephone communications and various events
- Research and write content for publications and resources
- Lead projects related to advanced markets and maintain expertise in tax and legal issues
- Bachelor's degree and JD required, with at least 10 years of experience in a law or financial services firm
- Series 6 or 7 license required, CLU/ChFC or CFP designation preferred
- Salary range of $133, - $247, per year, determined by various factors
- Equal opportunity employer with a focus on diversity and inclusion
- Location-based pay structures may apply
- Click the link for more information on compensation and benefits for certain locations.

Not specified

Not specified

Not specified

Consulting, Training, Research, Writing, Subject Matter Expertise, Tax and Legal Knowledge, Communication, Series 6 or 7, CLU/ChFC or CFP designation

Bachelor's degree, JD from accredited law school

Please click on the link provided in the job posting.

Qualification and Experience Bachelor's degree, JD from accredited law school, Licensed to practice law in at least one state, Minimum of ten years of experience in a law firm or financial services firm

Legal