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Life Insurance Brokerage Manager

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How much do remote brokerage analyst jobs pay per year?

As of Aug 18, 2026, the average yearly pay for remote brokerage analyst in the United States is $73,261.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $87,000.00 per year, depending on experience, location, and employer.

What is a remote brokerage analyst?

A Remote Brokerage Analyst is a finance professional who analyzes and supports brokerage operations, typically from a remote location. Their responsibilities often include evaluating investment portfolios, conducting market research, preparing reports, and assisting with compliance or trade reconciliation. They use analytical tools and financial data to help brokers and clients make informed investment decisions. Working remotely, they rely heavily on digital communication, secure data systems, and financial software to perform their tasks effectively.

What are some common challenges faced by remote brokerage analysts when collaborating with team members across different locations?

Remote Brokerage Analysts often work with colleagues and clients who are spread across different time zones, which can make real-time communication and collaboration challenging. To overcome this, many teams rely on clear documentation, regular virtual meetings, and collaborative platforms to stay aligned on projects and client needs. Establishing effective communication habits and being proactive in sharing updates are key to ensuring smooth workflow and maintaining strong professional relationships while working remotely.

What are the key skills and qualifications needed to thrive as a remote brokerage analyst, and why are they important?

To thrive as a Remote Brokerage Analyst, you need strong analytical abilities, attention to detail, and a background in finance, economics, or a related field—often supported by a relevant degree. Proficiency with financial modeling software, trading platforms, and data analysis tools like Excel or Bloomberg Terminal is typically required, along with FINRA or similar certifications where applicable. Excellent communication, problem-solving, and time management skills help you collaborate with clients and teams while working independently. These skills ensure accurate analysis, effective client service, and compliance in a fast-paced, remote financial environment.

What is the difference between Remote Brokerage Analyst vs Remote Financial Advisor?

AspectRemote Brokerage AnalystRemote Financial Advisor
CredentialsFINRA licenses (e.g., Series 7, 63)FINRA licenses, CFP certification often preferred
Work EnvironmentFinancial firms, brokerage houses, online platformsIndependent or firm-based, client-facing virtual meetings
Industry UsageInvestment firms, brokerages, securities companiesFinancial planning firms, wealth management companies

Remote Brokerage Analysts primarily focus on supporting trading activities, analyzing securities, and ensuring compliance within brokerage firms. In contrast, Remote Financial Advisors work directly with clients to develop financial plans and investment strategies. While both roles require FINRA licenses and operate in the financial industry, their core responsibilities and client interaction levels differ significantly.

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Remote Brokerage Analyst jobs near you
Infographic showing various Remote Brokerage Analyst job openings in the United States as of August 2026, with employment types broken down into 89% Full Time, 5% Part Time, and 6% Contract. Highlights an 80% Physical, 9% Hybrid, and 11% Remote job distribution, with an average salary of $73,261 per year, or $35.2 per hour.

Brokerage Services Registered Analyst - Series 7/63 - Remote

Northwestern Mutual Life Insurance Company

Franklin, WI • On-site, Remote

$34.66/hr

Full-time

Posted 13 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 75 frontline employees who took The Breakroom Quiz

165th of 309 rated insurance

Job description

The Investment Client Services Analyst (Series 7/63) is a licensed, client-facing role responsible for supporting clients and registered financial representatives with investment account questions, performance inquiries, and securities transactions.
Success in this role requires strong investment product knowledge, the ability to de-escalate complex situations, and ownership of issues through resolution. The analyst also contributes to continuous improvement efforts, embraces new technology, and educates clients and field partners on digital/self-service capabilities-helping strengthen relationships and support client retention.
Primary Duties & Responsibilities:
  • Provide consultative service to clients and advisors on a variety of investment concepts
  • Act as a point of expertise on multiple areas: mutual fund trading, brokerage account servicing, cost basis, and tax reporting
  • Participate in opportunities to apply industry knowledge while gaining exposure to complex problems and building upon critical thinking skills
  • Collaborate regularly with department leads and NM Wealth business partners to drive product enhancements
  • Work in a dynamic setting to continuously learn new concepts and help others navigate change in the industry
  • Serve as a primary point of contact for NM Investment home office assigned clients, addressing inquiries regarding investment accounts and products.
  • Analyze, input, and review investment transactions, including trade executions, transfers, and account maintenance, while ensuring accuracy and compliance.
  • Stay up-to-date on industry trends, investment products, and regulatory requirements to provide knowledgeable support to clients and internal stakeholders.

Qualifications
  • FINRA Series 6 or 7 and 63-equivalent licenses (65 or 66)
  • Associates degree in business or related field or equivalent combination of education and experience
  • Minimum of 3 years related financial services experience with advanced customer service, written, and verbal communication skills
  • An intermediate understanding of tax implications related to investments
  • A strong desire to continuously learn and improve
  • Strong problem-solving and scenario-evaluation skills with an ability to provide solution

This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 7 - FINRA, SIE - FINRA
Compensation Range:
Pay Range - Start:
$23.11
Pay Range - End:
$34.66
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
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 that welcomes talented individuals of all backgrounds. 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.

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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