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Assistant Director - Concierge Planning Attorney; REMOTE
Remote / Online - Candidates ideally in
Columbia, Howard County, Maryland, 21046, USA
Listed on 2026-02-28
Columbia, Howard County, Maryland, 21046, USA
Listing for:
Northwestern Mutual
Remote/Work from Home
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Why consider this job opportunity
- Salary up to $
- Opportunity for career advancement and growth within a leading financial services firm
- Flexible remote work arrangement available
- Collaborative environment with a focus on teamwork among professionals
- Chance to work closely with high-net-worth clients and influence their financial strategies
- Commitment to diversity and inclusion in the workplace
- Collaborate with attorneys, CFPs, CPAs, and wealth management advisors to create comprehensive wealth plans
- Design tailored strategies based on clients’ goals and financial situations
- Lead presentations of wealth plans to clients and financial advisors
- Manage workflow to ensure timely and accurate delivery of requested analyses and services
- Collaborate with clients’ external legal and tax advisors
- JD from an accredited program; additional advanced degrees or designations such as CFP, CPA, or LL.M. are preferred
- Minimum of 5 years of experience in estate and business planning, preferably in a consulting role
- Existing knowledge in tax optimization, estate and business succession, and wealth transfer strategies
- Experience working directly with high-net-worth clients in estate and business planning
- FINRA Series 6 or 7 and state insurance license required within the first 6 months of hire
- Experience with planning software such as Money Guide Pro , eMoney Advisor, or Wealth Tec
- Proven ability to develop trusting relationships with financial advisors and clients
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