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Asst Dir High Net Worth Tax Plng
Asst Dir High Net Worth Tax Plng-February 2024
Milwaukee
Feb 10, 2026
About Asst Dir High Net Worth Tax Plng

  JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. At Northwestern Mutual, our vision is to deliver financialsecurity to help our clients live their best lives by choice. A keypillar of our vision and success is our strong, vibrant sales force.This role sits within the Career Distribution (CD), which is at theforefront of working across the home office and sales force as one teamto achieve the sales and growth objectives the company expects, whiledelivering the experience our distribution needs and deserves. Summary:Part of a team of financial professionals that design plans andimplement solutions for clients with complex planning needs. Providesin-depth case consultation and strategy, reviews legal, tax andfinancial documentation, and delivers customized comprehensive financialplans.Uses financial planning expertise to develop and delivercustomized plans for high-net-worth clients and businesses. Must bringfinancial planning acumen, strong communication and influence skills.Primary Duties & Responsibilities: Active collaboration with teammembers and elite wealth management advisors to build financial planswith an emphasis on estate, business succession, tax optimization andexecutive compensation strategies. Analyze clients\' financial statusesto build strategies and drive client decision making. Examine andposition financial solutions with focus on Northwestern Mutual\'sapproach of integrating investments and life insurance. Present toadvisors and clients, often in a lead role, to enable client decisionmaking. Build and leverage relationships with other areas of the companyto address unique client circumstances in the high-net-worth marketplaceand ensure seamless delivery of financial plans. Qualifications:Bachelor\'s degree, preferably in business, finance, economics, oraccounting. Must have CPA designation Minimum of 8 years of financialplanning and tax planning experience; preferably in a consulting rolesupporting clients, Financial Advisors, and Private Client GroupAdvisors Existing knowledge and willingness to deepen in areas includingtax optimization, estate, business planning or high net worth strategies. Outstanding written and verbal communication skills withclient-oriented approach to translate the complex to understandablebusiness solutions Proven ability to develop trusting relationships withfinancial advisors Advanced skills with financial planning softwareand/or excel desired Advanced designation such as CFA, CFP preferred#IN-POST #LI-POST This position has been classified as a RegisteredRepresentative under NMIS guidelines and requires fingerprinting.Required Certifications: Series 6 - FINRA, Series 7 - FINRA CompensationRange: Pay... For full info follow application link. EEO/AAEmployer/Vets/Disability ***** APPLICATION INSTRUCTIONS: ApplyOnline: ipc.us/t/450385349F4E4B2C Qualified females, minorities, andspecial disabled veterans and other veterans are encouraged to apply.

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