In this role, you will be part of a dynamic and growing team of professionals that designs comprehensive estate and business plans for clients with complex planning needs. You will provide in-depth case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your deep planning expertise to develop and deliver customized plans for high-net-worth and ultra-high-net-worth clients and business owners. Deep estate and business planning acumen, strong communication and influence skills, and excellent writing and organizational skills are required.
Primary Duties And Responsibilities
Qualifications
Logistics
We are open to US-Remote for this role. #LI-Remote
Compensation Range: Pay Range - Start: $149,380.00 Pay Range - End: $277,420.00 Geographic Specific Pay Structure: 225 - Structure 110: 149,380.00 USD - 277,420.00 USD 225 - Structure 115: 156,170.00 USD - 290,030.00 USD
Job Posting End Date: 12/22/2025
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. 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.
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