Franklin, WI · On-site +1
$34.66/hr
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 ...
Franklin, WI · On-site +1
$34.66/hr
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 ...
Franklin, WI · On-site +1
$34.66/hr
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 ...
Franklin, WI · On-site +1
$34.66/hr
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 ...
... annuities, and Northwestern Mutual Access Fund accounts. Maintaining compliance with a $2M ... LI-Remote This position has been classified as a Registered Representative under NMIS guidelines ...
... annuities, and Northwestern Mutual Access Fund accounts. Maintaining compliance with a $2M ... LI-Remote This position has been classified as a Registered Representative under NMIS guidelines ...
| Aspect | Remote Mutual Fund | Remote Financial Advisor |
|---|---|---|
| Credentials | Series 6/7, CFP (optional) | Series 7, 66, CFP (preferred) |
| Work Environment | Research, fund analysis, portfolio management | Client consultations, financial planning, investment advice |
| Industry Usage | Asset management firms, mutual fund companies | Financial planning firms, banks, independent advisors |
Remote Mutual Fund roles focus on managing and analyzing mutual funds, often requiring certifications like Series 6 or 7. Remote Financial Advisors provide personalized financial advice and planning, typically holding Series 7, 66, and CFP certifications. While both work remotely within the finance industry, their core responsibilities differ: one manages funds, the other advises clients. Understanding these distinctions helps job seekers find the right remote finance role aligned with their credentials and career goals.
The most popular types of Mutual Fund jobs in Wisconsin are:
For Remote Mutual Fund jobs in Wisconsin, the most frequently searched job titles are:
The top searched job categories for Remote Mutual Fund jobs in Wisconsin are:
Cities in Wisconsin with the most Remote Mutual Fund job openings:
Franklin, WI • On-site, Remote
$34.66/hr
Full-time
Posted 18 days ago
8.0
Based on 76 frontline employees who took The Breakroom Quiz
166th of 311 rated insurance
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
Compensation Range:
Pay Range - Start:
$23.11Pay Range - End:
$34.66Geographic 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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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.
Finance and insurance
5,001 - 10,000 Employees
Milwaukee, WI, US
