Investment Consultant

Northwestern Mutual • Milwaukee, WI

1d • Hybrid

About The Position

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. 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. Consults to trading, portfolio rebalancing, transition management, proxy voting, portfolio construction, investment performance, security selection, security research, investment planning and financial markets. 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.

Requirements

• 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.

Nice To Haves

• CFA, CFP or progress towards achieving the designation
• The role may involve a certain amount of travel.

Responsibilities

• Provides proactive support for the investment needs and questions of field financial advisors and Wealth Management Advisors.
• 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.
• Performs ad hoc due diligence and research on stocks, bonds, mutual funds and other investment vehicles as requested by advisors.
• 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.

Benefits

• Grow your career with a best-in-class company that puts our clients' interests at the center of all we do.
• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level