Investment Client Srvcs Analyst (NRF) -Advisory Services - Series 6/7/63 - remote

Northwestern Mutual

17 hours ago

3.8 on Glassdoor

Remote

Full Time

Junior

0 applicants

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About this role

An Investment Client Services Analyst in Advisory Services provides consultative support to financial representatives and clients, offering expertise on investment products, operational processes, and regulatory considerations. The role focuses on strategic guidance, proactive problem-solving, and enhancing the client experience through relationship management.

Skills

Qualifications

Bachelor’s degree in business, finance, or related fieldSeries 6/7/63 preferred

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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