Client-Focused Investment Operations Associate

Growth Suite; Defiance (OH); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Culture of work-life balance

Growth opportunities

Job summary

Northwestern Mutual Financial Advisory in Defiance, Ohio is seeking an Associate Financial Representative who is highly organized, empathetic, creative, and detail oriented to support clients and grow a personal planning practice. This role involves onboarding new clients, servicing policies, maintaining CRM, preparing illustrations, scheduling meetings, and contributing to marketing efforts.

A 2+ year background in finance, strong MS Office skills, and licenses (Life/Health, Series 6 and 66)

Qualifications

• 2+ years of experience in finance or related service industry.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Holds or is willing to obtain Life/Health License, Series 6 and 66.
• Base salary $45,000–$65,000 with comprehensive benefits.
• Health insurance, PTO, and growth opportunities.

Responsibilities

• Onboard and service new clients, including applications and underwriting.
• File new statements, account forms, and related materials.
• Provide ongoing service and process policy adjustments.
• Maintain CRM with updated client information.
• Coordinate appointments and prepare planning illustrations.
• Develop marketing programs and referral prospecting.
• Maintain websites and social media.

Skills

Client service

Detail oriented

Interpersonal communication

Good judgment

Service oriented

Technological agility

Education

Life & Health Insurance License

Series 6

Series 66

Tools

Excel

PowerPoint

Microsoft Office

Job description

Northwestern Mutual Financial Advisory in Defiance, Ohio is seeking an Associate Financial Representative who is highly organized, empathetic, creative, and detail oriented to support clients and grow a personal planning practice. This role involves onboarding new clients, servicing policies, maintaining CRM, preparing illustrations, scheduling meetings, and contributing to marketing efforts.

A 2+ year background in finance, strong MS Office skills, and licenses (Life/Health, Series 6 and 66)