What are the responsibilities and job description for the Investment Operations Associate position at 1618 Wealth Advisors-Northwestern Mutual?
Overview
1618 Wealth Advisors is seeking a detail-oriented and collaborative Investment Operations Associate to support our growing team of financial advisors. This role is ideal for someone who enjoys combining financial planning analysis with investment operations and wants to grow into a long-term career in wealth management. The position plays a key role in delivering a high-quality client experience while supporting the firm’s investment processes
Responsibilities
- Facilitate new investment account openings, funding, and trading activity
- Provide ongoing service support for existing investment accounts
- Communicate daily with team members via email and internal systems
- Communicate with clients on an as-needed basis to support service and operational requests
- Collaborate with advisors to evaluate client needs and develop investment proposals and supporting materials
- Assemble materials for client review meetings
Skills/Qualifications
- Bachelor’s degree in Finance, Accounting, Financial Planning, or a related field AND/OR 3–5 years of relevant industry experience
- SIE, 7, & 63 Licenses Preferred… Will sponsor if not obtained currently
- Strong organizational skills and attention to detail
- Comfortable working with financial technology and planning/investment software
- Excellent written and verbal communication skills
- Ability to work collaboratively in a fast-paced, team-oriented environment
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: In person
Salary : $50,000 - $60,000