WI3668395

1

Bachelor's Degree

Bachelors Degree

Unspecified

40

JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and
growing. We invest in our people. We care and make a positive
difference. Summary Demonstrates an understanding of the Wealth
Management Company (WMC) investment philosophy and process, and provides
day-to-day administrative and operational support to effectively
communicate the Private Client Services (PCS) capability to Wealth
Management Advisors (WMAs) and their staff. Primary Duties &
Responsibilities Creates security analyses utilizing Bloomberg, monitors
funding procedures, manages operational and administrative duties
related to model management and team database. Provides guidance to the
field and answers questions on the trust and discretionary investment
capabilities, approved investment strategies, program recommendations
and proposal procedures for clients of the Wealth Management Company,
both in general and case-specific terms Prepares client portfolio review
materials in advance of client meetings from portfolio software and
perform initial and annual compliance reviews on client accounts to
comply with regulatory guidelines Helps to create and analyze investment
proposals for prospective PCS clients, based on information gathered by
advisors and/or their staff Supports other department projects and
initiatives as needed Qualifications Bachelor\'s degree or equivalent
experience, progress towards CFA, CFP, CAIA or MBA not required but
desirable to progress in the wealth management space (or other related
designation) Minimum of 1 year of experience in the investment/fiduciary
management industry Previous experience understanding, interpreting and
articulating investments, financial markets, asset allocation and broad
economy metrics Strong written and verbal skills Demonstrated analytical
and quantitative skills. Technical experience in standard applications
including but not limited to Bloomberg, Excel, and Word Demonstrated
ability to identify and resolve critical issues through effective
problem-solving skills Non-Registered Fingerprinted FINRA #LI-Hybrid
This position has been classified as an Associated Person under NMIS
guidelines and requires fingerprinting and completion of required form.
Required Certifications: Non-Registered Fingerprinted - FINRA
Compensation Range: Pay Range - Start: \$55,020.00 Pay Range - End:
\$102,180.00 Northwestern Mutual pays on a geographic-specific salary
structure and placement in the salary range for this position will be
determined by a number of factors including the skills, education,
training, credentials and experience of the candidate; the scope,
complexity as well as the cost of labor in the market; and other
conditions of employment. At Northwestern Mutual, it is\... For full
info follow application link. EEO/AA Employer/Vets/Disability \*\*\*\*\*
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/FC130AFDDC514187
Qualified females, minorities, and special disabled veterans and other
veterans are encouraged to apply.