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Northwestern Mutual · 1 day ago

Investment Client Srvcs Analyst - Advisory Trading - Hybrid

Franklin, WI

Full-time

Hybrid

Entry, Mid Level

$22.65/hr - $33.98/hr

2+ years exp

Northwestern Mutual is seeking an Investment Client Services Analyst to serve as a strategic partner to financial representatives and clients. This role focuses on trade execution, portfolio alignment, and advisory support, ensuring exceptional service and optimized investment outcomes.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Responsibilities

Provide consultative guidance on trading strategies and investment solutions tailored to client objectives

Act as a trusted resource for financial representatives, fostering strong relationships and promoting client retention

Execute trades across multiple asset classes—equities, ETFs, mutual funds, and fixed income—with precision and efficiency

Analyze trade activity and market trends to ensure alignment with client goals and regulatory standards

Assist in portfolio construction and rebalancing, leveraging deep product knowledge and market insights

Identify opportunities to enhance portfolio performance and mitigate risk

Monitor daily trading activity, ensuring timely processing and adherence to industry regulations and internal policies

Maintain rigorous standards for confidentiality, data security, and compliance

Collaborate across teams and external partners to resolve trade discrepancies, margin calls, and error corrections

Proactively identify and address potential risks impacting trade execution or client portfolios

Utilize advanced trading platforms and analytical tools to streamline workflows and improve accuracy

Champion digital solutions and self-service capabilities to enhance client experience and operational efficiency

Qualification

Trading platforms proficiencyInvestment products knowledgeAnalytical problem-solvingClient advisory experienceFinancial services experienceManage prioritiesExceptional communicationInterpersonal skills

Required

Associate's or Bachelor's degree in Finance, Business, Economics, or related field

2+ years in trading, investment operations, or client advisory within financial services

Strong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics

Analytical and problem-solving expertise

Exceptional communication and interpersonal skills

Proficiency with trading platforms and financial software

Ability to manage multiple priorities in a fast-paced environment

Benefits

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Company

Northwestern Mutual

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2020 (1)