Northwestern Mutual
Milwaukee, Wisconsin
At Northwestern Mutual, our vision is to redefine financial security and become America's most trusted financial partner. A key pillar of our vision and success is our strong and vibrant group of advisors. This role sits within the Field Function, which is at the forefront of working across the company's headquarters and the nationwide group of advisors to achieve sales and growth objectives. What's the job? Northwestern Mutual's Advanced Planning group is a collaborative team of professionals supporting a diverse and dynamic group of financial advisors providing best-in-class planning for high-net-worth clients. By combining industry-leading subject matter expertise and thought leadership, we help our financial advisors deliver superior and comprehensive financial planning for clients. We bring new ideas and critical thinking when solving complex problems and shaping the ever-changing planning landscape. Primary Duties and Responsibilities: Consult with financial advisors and their staff on their clients' planning goals and objectives through daily telephone communications Train financial representatives, their staff, and clients' representatives (e.g., attorneys and accountants) at various schools, network office events, and digital events Research and write content for various publications, resources, and articles Contribute subject matter expertise and leadership to company-wide projects to support the estate, business, high-net-worth, and retirement markets Maintain and grow deep subject matter expertise on tax and legal issues impacting the advanced markets through legal and tax research and analysis of industry trends Qualifications: Bachelor's degree JD from accredited law school and licensed to practice law in at least one state Advanced degrees and designations, such as LLM, CLU , CFP , preferred but not required Minimum of five (5) years of tax, financial planning, and/or legal experience FINRA Series 6 or Series 7, or attainment within six (6) months of hire Knowledge and experience in planning for high-net-worth clients, such as estate planning, tax planning, business planning, executive benefits, and charitable planning Knowledge of financial and insurance products and services and how they fit into advanced planning concepts Exceptional verbal, written, and presentation skills, with client experience preferred Ability to comprehend and evaluate complex planning concepts and explain them clearly and concisely Compensation Range: Pay Range - Start: $112,210.00 Pay Range - End: $208,390.00 Geographic Specific Pay Structure: Structure 110: $123,410.00 USD - $229,190.00 USD Structure 115: $129,010.00 USD - $239,590.00 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. 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. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Legal,
At Northwestern Mutual, our vision is to redefine financial security and become America's most trusted financial partner. A key pillar of our vision and success is our strong and vibrant group of advisors. This role sits within the Field Function, which is at the forefront of working across the company's headquarters and the nationwide group of advisors to achieve sales and growth objectives. What's the job? Northwestern Mutual's Advanced Planning group is a collaborative team of professionals supporting a diverse and dynamic group of financial advisors providing best-in-class planning for high-net-worth clients. By combining industry-leading subject matter expertise and thought leadership, we help our financial advisors deliver superior and comprehensive financial planning for clients. We bring new ideas and critical thinking when solving complex problems and shaping the ever-changing planning landscape. Primary Duties and Responsibilities: Consult with financial advisors and their staff on their clients' planning goals and objectives through daily telephone communications Train financial representatives, their staff, and clients' representatives (e.g., attorneys and accountants) at various schools, network office events, and digital events Research and write content for various publications, resources, and articles Contribute subject matter expertise and leadership to company-wide projects to support the estate, business, high-net-worth, and retirement markets Maintain and grow deep subject matter expertise on tax and legal issues impacting the advanced markets through legal and tax research and analysis of industry trends Qualifications: Bachelor's degree JD from accredited law school and licensed to practice law in at least one state Advanced degrees and designations, such as LLM, CLU , CFP , preferred but not required Minimum of five (5) years of tax, financial planning, and/or legal experience FINRA Series 6 or Series 7, or attainment within six (6) months of hire Knowledge and experience in planning for high-net-worth clients, such as estate planning, tax planning, business planning, executive benefits, and charitable planning Knowledge of financial and insurance products and services and how they fit into advanced planning concepts Exceptional verbal, written, and presentation skills, with client experience preferred Ability to comprehend and evaluate complex planning concepts and explain them clearly and concisely Compensation Range: Pay Range - Start: $112,210.00 Pay Range - End: $208,390.00 Geographic Specific Pay Structure: Structure 110: $123,410.00 USD - $229,190.00 USD Structure 115: $129,010.00 USD - $239,590.00 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. 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. FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Legal,
Northwestern Mutual
Milwaukee, Wisconsin
As a member of this team and working collaboratively with the other members of the Law Department, this attorney will: Serve as a point of contact on legal, regulatory, and other issues related to risk products and insurance operations. Serve as a point of contact on legal, regulatory, and other issues related to risk products and insurance operations. Provide business areas with timely and high-quality advice on law, regulation, industry standards, and best practices relating to issues impacting the Company's risk products through the entire product life cycle, from product innovation, design, and development to the payment of claims. Provide business areas with timely and high-quality advice on law, regulation, industry standards, and best practices relating to issues impacting the Company's risk products through the entire product life cycle, from product innovation, design, and development to the payment of claims. Act as a trusted advisor helping business professionals reach important decisions that mitigate legal and regulatory risks in a rapidly changing environment. Act as a trusted advisor helping business professionals reach important decisions that mitigate legal and regulatory risks in a rapidly changing environment. What this role needs: Candidates must have worked at least 3-6 years as an attorney practicing in-house, at a law firm, or in the governmental or regulatory space. Candidates must have worked at least 3-6 years as an attorney practicing in-house, at a law firm, or in the governmental or regulatory space. Experience working with insurance or risk products (ideally life insurance, disability insurance, long-term care insurance, or annuities), insurance litigation, and/or financial services regulatory enforcement. Experience working with insurance or risk products (ideally life insurance, disability insurance, long-term care insurance, or annuities), insurance litigation, and/or financial services regulatory enforcement. Candidates must be able to research and analyze a variety of legal issues, synthesize complex information, work independently and with a team, and provide legal advice to business professionals at all levels of the Company. Candidates must be able to research and analyze a variety of legal issues, synthesize complex information, work independently and with a team, and provide legal advice to business professionals at all levels of the Company. Candidates must have a strong academic record and a Juris Doctorate degree. A license to practice law in the State of Wisconsin or a commitment to become licensed within the first year of employment is required. Candidates must have a strong academic record and a Juris Doctorate degree. A license to practice law in the State of Wisconsin or a commitment to become licensed within the first year of employment is required. Desired attributes: The scope of this role may change over time to respond to business needs. The successful candidate will be flexible and adaptable in terms of general skills and aspirations. The scope of this role may change over time to respond to business needs. The successful candidate will be flexible and adaptable in terms of general skills and aspirations. Excellent interpersonal and communication skills, a highly analytical and curious mind, creativity, comfort dealing with ambiguity, integrity, high ethical standards, and a positive demeanor, both with the Company's business areas and Law Department attorneys. Excellent interpersonal and communication skills, a highly analytical and curious mind, creativity, comfort dealing with ambiguity, integrity, high ethical standards, and a positive demeanor, both with the Company's business areas and Law Department attorneys. Demonstrated ability to collaborate and contribute effectively in a team environment and to manage a multi-jurisdictional practice. Demonstrated ability to collaborate and contribute effectively in a team environment and to manage a multi-jurisdictional practice. Ability to "own" issues and work autonomously while effectively prioritize multiple tasks. Ability to "own" issues and work autonomously while effectively prioritize multiple tasks. A keen problem-solving approach using sound legal reasoning and practical business judgment to identify and address risks to achieve results that balance benefits for all partners of the Company. A keen problem-solving approach using sound legal reasoning and practical business judgment to identify and address risks to achieve results that balance benefits for all partners of the Company. Information About the Northwestern Mutual Law Department: Of the Northwestern Mutual Law Department's approximately 130 members, about 80 are lawyers, having come to Northwestern Mutual from all around the country after having graduated from a multitude of law schools and undergraduate institutions and having practiced in a wide variety of settings. The balance of the Department consists of highly skilled paralegals and research and administrative professionals who support significant aspects of the Department's operations. Our Law Department (in every aspect of its operations, including the Law Department Leadership Team, the Department's practicing lawyers and paralegals, and the Department's professional administrative staff) is inclusive and diverse, comprising a rich mixture of people who come from a wide variety of ethnic and religious backgrounds and includes people of color and those who are openly gay or lesbian. The Northwestern Mutual Law Department provides the vast majority of legal services in nearly all disciplines directly to the Company, with only select utilization of outside counsel. There are nine main legal practice teams within the Law Department: Investment Products and Advisory Services; Digital and Enterprise Operations; Insurance Products and Operations; Corporate; Distribution; Litigation; Enterprise Governance; Institutional Investments; and Real Estate Investments. Members of the Law Department have the opportunity to develop a thorough understanding of the Company's business needs, and we are fully engaged in the execution of the Company's business strategy. This allows us to provide the most timely and effective counsel in an efficient manner and leads to greater career satisfaction for our attorneys, paralegals, and professional administrative staff. Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what is most important. With $378 billion in total assets, $38 billion in revenues, and nearly $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 5 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $351 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 109th on the 2025 FORTUNE 500 and is recognized by FORTUNE as one of the "World's Most Admired" life insurance companies. Compensation Range: Pay Range - Start: $123,480.00 Pay Range - End: $229,320.00 Geographic Specific Pay Structure: 220 - Structure 110: 135,800.00 USD - 252,200.00 USD 220 - Structure 115: 142,030.00 USD - 263,770.00 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. 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. Skills Project Management (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Risk Assessment & Identification (NM) - Advanced, Decision Making (NM) - Advanced, Attention to Detail (NM) - Advanced, Policy & Procedure (NM) - Advanced, Continuous Improvement (NM) - Advanced FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Legal,
As a member of this team and working collaboratively with the other members of the Law Department, this attorney will: Serve as a point of contact on legal, regulatory, and other issues related to risk products and insurance operations. Serve as a point of contact on legal, regulatory, and other issues related to risk products and insurance operations. Provide business areas with timely and high-quality advice on law, regulation, industry standards, and best practices relating to issues impacting the Company's risk products through the entire product life cycle, from product innovation, design, and development to the payment of claims. Provide business areas with timely and high-quality advice on law, regulation, industry standards, and best practices relating to issues impacting the Company's risk products through the entire product life cycle, from product innovation, design, and development to the payment of claims. Act as a trusted advisor helping business professionals reach important decisions that mitigate legal and regulatory risks in a rapidly changing environment. Act as a trusted advisor helping business professionals reach important decisions that mitigate legal and regulatory risks in a rapidly changing environment. What this role needs: Candidates must have worked at least 3-6 years as an attorney practicing in-house, at a law firm, or in the governmental or regulatory space. Candidates must have worked at least 3-6 years as an attorney practicing in-house, at a law firm, or in the governmental or regulatory space. Experience working with insurance or risk products (ideally life insurance, disability insurance, long-term care insurance, or annuities), insurance litigation, and/or financial services regulatory enforcement. Experience working with insurance or risk products (ideally life insurance, disability insurance, long-term care insurance, or annuities), insurance litigation, and/or financial services regulatory enforcement. Candidates must be able to research and analyze a variety of legal issues, synthesize complex information, work independently and with a team, and provide legal advice to business professionals at all levels of the Company. Candidates must be able to research and analyze a variety of legal issues, synthesize complex information, work independently and with a team, and provide legal advice to business professionals at all levels of the Company. Candidates must have a strong academic record and a Juris Doctorate degree. A license to practice law in the State of Wisconsin or a commitment to become licensed within the first year of employment is required. Candidates must have a strong academic record and a Juris Doctorate degree. A license to practice law in the State of Wisconsin or a commitment to become licensed within the first year of employment is required. Desired attributes: The scope of this role may change over time to respond to business needs. The successful candidate will be flexible and adaptable in terms of general skills and aspirations. The scope of this role may change over time to respond to business needs. The successful candidate will be flexible and adaptable in terms of general skills and aspirations. Excellent interpersonal and communication skills, a highly analytical and curious mind, creativity, comfort dealing with ambiguity, integrity, high ethical standards, and a positive demeanor, both with the Company's business areas and Law Department attorneys. Excellent interpersonal and communication skills, a highly analytical and curious mind, creativity, comfort dealing with ambiguity, integrity, high ethical standards, and a positive demeanor, both with the Company's business areas and Law Department attorneys. Demonstrated ability to collaborate and contribute effectively in a team environment and to manage a multi-jurisdictional practice. Demonstrated ability to collaborate and contribute effectively in a team environment and to manage a multi-jurisdictional practice. Ability to "own" issues and work autonomously while effectively prioritize multiple tasks. Ability to "own" issues and work autonomously while effectively prioritize multiple tasks. A keen problem-solving approach using sound legal reasoning and practical business judgment to identify and address risks to achieve results that balance benefits for all partners of the Company. A keen problem-solving approach using sound legal reasoning and practical business judgment to identify and address risks to achieve results that balance benefits for all partners of the Company. Information About the Northwestern Mutual Law Department: Of the Northwestern Mutual Law Department's approximately 130 members, about 80 are lawyers, having come to Northwestern Mutual from all around the country after having graduated from a multitude of law schools and undergraduate institutions and having practiced in a wide variety of settings. The balance of the Department consists of highly skilled paralegals and research and administrative professionals who support significant aspects of the Department's operations. Our Law Department (in every aspect of its operations, including the Law Department Leadership Team, the Department's practicing lawyers and paralegals, and the Department's professional administrative staff) is inclusive and diverse, comprising a rich mixture of people who come from a wide variety of ethnic and religious backgrounds and includes people of color and those who are openly gay or lesbian. The Northwestern Mutual Law Department provides the vast majority of legal services in nearly all disciplines directly to the Company, with only select utilization of outside counsel. There are nine main legal practice teams within the Law Department: Investment Products and Advisory Services; Digital and Enterprise Operations; Insurance Products and Operations; Corporate; Distribution; Litigation; Enterprise Governance; Institutional Investments; and Real Estate Investments. Members of the Law Department have the opportunity to develop a thorough understanding of the Company's business needs, and we are fully engaged in the execution of the Company's business strategy. This allows us to provide the most timely and effective counsel in an efficient manner and leads to greater career satisfaction for our attorneys, paralegals, and professional administrative staff. Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what is most important. With $378 billion in total assets, $38 billion in revenues, and nearly $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 5 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $351 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 109th on the 2025 FORTUNE 500 and is recognized by FORTUNE as one of the "World's Most Admired" life insurance companies. Compensation Range: Pay Range - Start: $123,480.00 Pay Range - End: $229,320.00 Geographic Specific Pay Structure: 220 - Structure 110: 135,800.00 USD - 252,200.00 USD 220 - Structure 115: 142,030.00 USD - 263,770.00 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. 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. Skills Project Management (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Risk Assessment & Identification (NM) - Advanced, Decision Making (NM) - Advanced, Attention to Detail (NM) - Advanced, Policy & Procedure (NM) - Advanced, Continuous Improvement (NM) - Advanced FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Legal,
