Investment Client Srvcs Analyst - Advisory Trading - Hybrid

Northwestern Mutual(2 months ago)

Franklin, WIOnsiteFull TimeMedior$45,300 - $67,960Investment Operations

About this role

The Advisory Trading Analyst partners with financial representatives and clients to support trading activity and investment outcomes, leveraging trading knowledge and analytical insight. This role centers on trade execution, portfolio alignment, and advisory support within a fast-paced financial services environment.

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Required Skills

Trade Execution
Portfolio Rebalancing
Client Advisory
Relationship Management
Market Analysis
Risk Management
Compliance
Trading Platforms
Analytical Skills
Communication

Qualifications

Associate's Degree
Bachelor's Degree
2+ Years Experience
Associated Person (NMIS)
FINRA Fingerprinting

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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