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Senior Planning Attorney - Estate & Tax HNW Clients

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Northwestern Mutual
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist
  • Law/Legal
    Regulatory Compliance Specialist
Job Description & How to Apply Below
Position: Senior Planning Attorney - Estate & Tax for HNW Clients
A financial services company is seeking a Senior Advanced Planning Attorney to join their Advanced Planning group. This role involves consulting with financial advisors to meet clients' complex planning needs, particularly for high-net-worth individuals. Candidates should possess a JD, 5+ years in legal or tax planning, and exceptional communication skills. The position offers a competitive salary range along with flexible work schedules and comprehensive benefits.
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Position Requirements
10+ Years work experience
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