Summary

Responsible for the day to day analysis and recommendation of investment strategies for Northwestern Mutual Wealth Management (WMC) and advisory accounts. Provides guidance to the field on approved investment strategy policies and programs.

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.

• In depth knowledge of market and fund/manager data concerning the investment strategies and tactics of these investments and their impact on account performance.

• Performs ad hoc due diligence and 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.

• Conducts 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.

• Integral member of the investment team, including potential participation in Investment Committee or Investment Strategy Committee meetings as well.

Qualifications

• Bachelor's degree or equivalent experience, MBA preferred

• Minimum 5 years relevant work experience in the financial services industry to include a broad knowledge of markets, investments, economics, accounting, and financial tools, such as Bloomberg, Morningstar, etc.

• Demonstrated ability to focus on customer financial needs and continually search for investment strategy alternatives that meet these needs.

• Ability to make sound and consistent 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.

• FINRA registrations are permissible for this position.

• Solid oral and written communication skills.

• The role may involve a certain amount of travel.

• CFA, CFP or progress towards achieving the designation.

#LI-Hybri

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.

Required Certifications:

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 not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click for additional information relating to location-based pay structures.

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click for information pertaining to compensation and benefits.

We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups