The Berry Network Office of Northwestern Mutual is seeking an Investment Associate who works with financial representatives to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Investment Associates help financial representatives increase productivity by providing planning and integrated operations support. Responsibilities include but are not limited to:

• Conduct regular one-on-one meetings with assigned representatives
• Prepare integrated plans using software (PX and Illustration System)
• Prepare investment advisor proposals
• Review and submit applications for insurance and investments
• Actively manage underwriting and onboarding process, and regularly follow up on outstanding requirements
• Process any services requests including policy changes, asset movement, and EFT drafts
• Lead IPS training for new advisors
• Monitoring, processing, and following up on asset transfers and on initial and subsequent funding of advisory accounts
• Monitoring industry trends and research

QUALIFICATIONS

• Excellent verbal and written communication skills with the ability to work effectively with people at all levels
• Ability to maintain a high degree of confidentiality and professionalism
• Effective organization and time management skills with the ability to thrive in a fast-paced environment
• Strong analytical skills
• Strong attention to details and accuracy
• Ability to thrive in a fast-paced environment
• Ability to take independent action to make sound decisions
• Proficiency with Microsoft Office
• Committed to professional development (e.g., licensing, registration, designations)
• Series 6 and 63 Required; Series 7 preferred

EDUCATION

Bachelor's degree required plus 2 years of related experience and/or training