Wealth Investment Associate

Northwestern Mutual

Baxter (MN)

On-site

USD 85,000 - 125,000

Full time

12 days ago

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Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Long-term disability income plan

Life insurance

401(k) with match

Professional designation program

Paid holidays & paid time off

Job summary

Northwestern Mutual is seeking an Investment Associate to support portfolio analysis, investment committee participation, and client-focused recommendations. The role blends technical investment work with client service and offers growth opportunities.

The ideal candidate has a strong foundation in investments, licenses (SIE/Series 7/63), CFA or pursuit thereof, and advanced Excel skills. You will work closely with advisors to implement strategies and maintain client ethics and compliance.

Qualifications

Bachelor’s degree required.
SIE, Series 7, Series 63 licenses required.
CFA designation or willingness to pursue.
Strong proficiency with MS Excel, Outlook and Word.
Excellent quantitative, analytical and problem-solving abilities.
Strong communication and time-management skills.
Commitment to client-first ethics, confidentiality and compliance.
Passion for investments and ongoing professional development.

Responsibilities

Implement investment strategy and portfolio management across client accounts.
Participate in investment committee meetings and translate decisions into client actions.
Perform asset allocation, location, and time-weighted analyses.
Execute retirement distribution planning, RMDs, and distribution strategies.
Monitor expenses, pricing, and plan-related fees across portfolios.
Support 401(k) allocations and employer plan coordination.
Deliver client-focused recommendations with confidentiality and compliance.
Engage in ongoing learning about investments and Northwestern Mutual knowledge.