WI3672946

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. Primary Duties & Responsibilities Provides proactive support
for the investment needs and questions of field financial advisors and
Wealth Management Advisors. The investment consultant will be a key
resource for field advisors and registered representatives and will be
instrumental in facilitating their investment-related client
discussions. Carefully evaluate and recommend client investment
solutions. Consults to trading, portfolio rebalancing, transition
management, proxy voting, portfolio construction, investment
performance, security selection, security research, investment planning
and financial markets. Mentor and provide guidance to investment
consultants on the team. Act as a Subject Matter Expert on various
investment related projects and initiatives. May participate on the
NMWMC Investment Committee or Investment Strategy Committee. In depth
knowledge of market and fund/manager data concerning the investment
strategies and tactics of these investments and their impact on account
performance .Perform ad hoc due diligence and analytical rigor to
research on stocks, bonds, mutual funds and other investment vehicles as
requested by advisors. In depth understanding of investment advisory
product offerings with ability to understand customer needs and identify
appropriate product solutions. Conduct supervisory activities related to
our rep-as-PM program including approval of advisory program
non-standard proposals, investment transition plans, ineligible
securities and qualified retirement plans. Qualifications Bachelor\'s
degree, MBA or other advanced degree preferred CFA, CFP or work toward
achieving the designation Minimum of 10 years relevant work experience
in the financial services industry, including a broad knowledge of
markets, investments, economics, accounting, and financial tools, such
as Bloomberg and Morningstar. Demonstrated ability to address complex
customer needs and to recommend investment strategy alternatives that
meet these needs. Demonstrated ability to consistently make sound
investment strategy recommendations. Independent, driven individual with
strong work ethic and desire to engage in continuous learning related to
the role, markets and investments Experience working with an investment
sales force including the ability to persuade and explain complex
investment topics. Demonstrated oral and written communication skills
FINRA registrations are permissible for this position. Experience making
presentations to field representatives. #LI-Hybri 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 -\... For full info follow application
link. EEO/AA Employer/Vets/Disability \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/60DBEF1F8B4A4161 Qualified females,
minorities, and special disabled veterans and other veterans are
encouraged to apply.