Description:

At An American Financial Services Mutual Organization Based in Milwaukee, We Are Strong, Innovative and Growing. We Invest in Our People. We Care and Make a Positive Difference.

At An American Financial Services Mutual Organization Based in Milwaukee, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong and vibrant group of advisors. This role sits within the Career Distribution (CD) function, which is at the forefront of working across the company's headquarters and the nation-wide group of advisors to achieve sales and growth objectives.

What's the Job?
An American Financial Services Mutual Organization Based in Milwaukee'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 everchanging planning landscape.

Responsibilities of This Role:

Consult with financial advisors on their clients' planning goals and objectives daily
Write articles with practical insights and applications based on technical research
Educate advisors, their financial planners, clients, and clients' representatives (e.g., attorneys and accountants)
Conduct legal, planning, and tax analysis based on clients' facts and circumstances
Lead and support company-wide projects to support planning for clients
Build and maintain deep knowledge on tax and legal issues impacting financial planning through analysis of industry trends, including estate planning, tax planning, business planning, executive benefits, and charitable planning

Bring Your Best! What the Role Requires:

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
Five (5) years of tax, financial planning, and 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