Investment Consultant at Northwestern Mutual

Milwaukee, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Aug, 26

Salary

154200.0

Posted On

03 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment strategy, Portfolio construction, Financial markets, Security research, Due diligence, Investment advisory, Bloomberg, Morningstar, Asset allocation, Financial planning, Risk management, Client consultation, Investment performance analysis, Regulatory compliance, Communication skills

Industry

Financial Services

Description

Summary Responsible for the day to day analysis and recommendation of trust investment strategies for Northwestern Mutual Wealth Management (WMC) and advisory accounts. Provides guidance to the field on approved investment strategy policies and programs. Assists in the recommendations and coordination of WMC's investment policy. Primary Duties & Responsibilities Provides proactive support for the investment needs and questions of field financial advisors and Wealth Management Advisors. The investment consultant will be a key resource for field advisors and registered representatives and will be instrumental in facilitating their investment-related client discussions. Carefully evaluate and recommend client investment solutions. Consults to trading, portfolio rebalancing, transition management, proxy voting, portfolio construction, investment performance, security selection, security research, investment planning and financial markets. In depth knowledge of market and fund/manager data concerning the investment strategies and tactics of these investments and their impact on account performance. Performs ad hoc due diligence and research on stocks, bonds, mutual funds and other investment vehicles as requested by advisors. In depth understanding of investment advisory product offerings with ability to understand customer needs and identify appropriate product solutions. Conducts supervisory activities related to our rep-as-PM program including approval of advisory program non-standard proposals, investment transition plans, ineligible securities and qualified retirement plans. Integral member of the investment team, including potential participation in Investment Committee or Investment Strategy Committee meetings as well. Qualifications Bachelor's degree or equivalent experience, MBA preferred Minimum 5 years relevant work experience in the financial services industry to include a broad knowledge of markets, investments, economics, accounting, and financial tools, such as Bloomberg, Morningstar, etc. Demonstrated ability to focus on customer financial needs and continually search for investment strategy alternatives that meet these needs. Ability to make sound and consistent investment strategy recommendations. Independent, driven individual with strong work ethic and desire to engage in continuous learning related to the role, markets and investments Experience working with an investment sales force including the ability to persuade and explain complex investment topics. FINRA registrations are permissible for this position. Solid oral and written communication skills. The role may involve a certain amount of travel. CFA, CFP or progress towards achieving the designation This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $89,360.00 Pay Range - End: $134,040.00 Geographic Specific Pay Structure: Structure 110: $98,320.00 USD - $147,480.00 USD Structure 115: $102,800.00 USD - $154,200.00 USD We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. What started in Milwaukee, WI has grown into 7,000+ home office professionals split across 3 campuses: New York City, Franklin and downtown Milwaukee (HQ) - each one bringing with it its own unique talent and culture. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual as we are growing our digital and tech capabilities and are always on the lookout for bright, tech-savvy candidates. Northwestern Mutual is proud to be an equal opportunity employer. We have chosen to build a diverse and inclusive workplace where talented people from all backgrounds want to be, want to stay, and want to build their future. We celebrate and support our differences for the benefit of our employees, our products, and our community. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

Responsibilities

The Investment Consultant provides daily analysis and recommendations for trust investment strategies while supporting field financial advisors with client-facing investment discussions. They also conduct due diligence on various investment vehicles and ensure compliance with advisory program policies.