Northwestern Mutual

HQ
Milwaukee
Total Offices: 2
8,400 Total Employees
Year Founded: 1857
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13 Days AgoSaved
Remote or Hybrid
California, USA
Fintech • Insurance • Financial Services
Provides advanced estate, business succession, wealth transfer, tax, and executive compensation planning guidance to high-net-worth clients and financial advisors. Evaluates legal documents and planning structures, develops actionable recommendations, leads presentations, collaborates with attorneys and tax professionals, and supports coordinated execution of client objectives. The role also manages consultation workflows, builds stakeholder relationships, and contributes thought leadership and planning education.