Field Shared Services Wealth Ops Specialist
Northwestern Mutual(20 days ago)
About this role
A role within Northwestern Mutual's Field Shared Services on the Wealth Operations team focused on investment client onboarding and supporting advisors and Network Office teams in opening and funding investment accounts. The position contributes to the development and evolution of Wealth Ops service offerings and works closely with both the home office and the sales force.
Required Skills
- Investments
- Account Opening
- Transfer Processing
- Cash Management
- Communication
- Mentoring
- Analytical Skills
- Quality Checks
- Client Onboarding
- Detail Orientation
Qualifications
- BS in Business or Finance
- FINRA SIE
- FINRA Series 7 (Preferred)
- Fingerprinting
About Northwestern Mutual
northwesternmutual.comNorthwestern 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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