Brokerage Services Registered Analyst - Series 6/7/63 - Remote

Northwestern Mutual

18 days ago

3.8 on Glassdoor

Franklin, WI

Onsite

Full Time

Junior

0 applicants

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About this role

A Registered Investment Client Services Analyst at Northwestern Mutual provides exceptional client service and support to financial advisors and clients in the investment industry. The role involves managing investment transactions, offering guidance on securities, and ensuring compliance while maintaining confidentiality.

Skills

Qualifications

FINRA Series 7/63 LicensesAssociates degree in business or related field4 years related customer service experienceExpert knowledge of investment products or marketsExpert understanding of tax implications

About Northwestern Mutual

northwesternmutual.com

Northwestern Mutual is a financial partner that offers personalized plans, top-rated services and life insurance. Find a financial advisor and get started on your plan today.

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