Northwestern Mutual

Investment Client Srvcs Analyst (NRF) - Advisory Trading - Hybrid

Northwestern Mutual

1 day ago
Franklin, WI
Onsite
Full Time
Junior
0 applicants
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Northwestern Mutual
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About this role

An Advisory Trading Analyst provides strategic support to clients and financial representatives by combining trading expertise with analytical insight to optimize investment outcomes. The role focuses on trade execution, portfolio alignment, and advisory services within a fast-paced financial environment.

Skills

Qualifications

Associate’s or Bachelor’s degree in Finance, Business, Economics, or related field2+ years of experience in trading, investment operations, or client advisory within financial servicesStrong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics
Northwestern Mutual

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.

About Northwestern Mutual

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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