Urwah Admin

Northwestern Mutual

Northwestern Mutual is a financial services company that provides a range of services including life insurance, investment products, and financial planning. The company focuses on helping clients achieve financial security and build wealth through personalized strategies and solutions.

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 About This Role
 
 
 
 Join the General Trading team within Northwestern Mutual's Investment Client Services division as a Senior Trading Specialist. In this hybrid role based in Franklin, WI, you'll advise clients and Financial Representatives on securities transactions across equities, fixed income, and options, while ensuring every trade is executed accurately and in full compliance.
 
 
 This is a hands-on trading desk role where your market knowledge, client instincts, and attention to detail directly impact the investment experience for NM clients. If you bring experience with alternative investments, that's a strong plus for this team. You'll join a collaborative desk at a Fortune 100 company with 165+ years of financial strength, clear career paths, and experienced leadership.
 
 
 
 What You'll Do
 
 
 
 
 Advisory &amp; Trade Execution
 
 
 
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 Serve as a trusted resource for Financial Representatives and their clients on the purchase and sale of equities, fixed income, and options.
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 Assess client financial needs, risk tolerance, and suitability by combining your market expertise with client profiles and portfolio analysis to recommend appropriate investments.
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 Execute equity, fixed income, and options transactions on behalf of Financial Representatives, ensuring accuracy and full regulatory compliance.
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 Build credibility and develop lasting client relationships through ongoing assessment of financial needs and timely investment recommendations.
 
 
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 Market Intelligence
 
 
 
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 Stay current on securities market developments, using fundamental and technical research to support sound, timely investment decisions on behalf of Northwestern Mutual clients.
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 Educate clients on appropriate investment strategies based on market trends and individual financial profiles.
 
 
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 </ul>
 
 Compliance &amp; Standards
 
 
 
 <ul>
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 Maintain full compliance with FINRA, SEC, and MSRB regulations.
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 Adhere to all internal trading policies, procedures, and standards.
 
 
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 What You'll Bring
 
 
 
 Must-Haves
 
 
 
 <ul>
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 Bachelor's degree in business or a related field
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 3&ndash;5 years of experience in a retail brokerage sales or trading capacity
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 Strong knowledge of FINRA and federal/state securities laws and regulations
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 FINRA Series 7 and Series 63 licenses (active)
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 Excellent written and verbal communication skills
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 Strong attention to detail
 
 
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 </ul>
 
 Preferred
 
 
 
 <ul>
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 Alternative investment experience (highly valued for this team)
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 Portfolio analysis experience
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 Interest in client education and relationship building
 
 
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 </ul>
 Why Northwestern Mutual
 
 
 <ul>
 <li>
 Fortune 100 company with 165+ years of financial strength
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 Collaborative trading desk environment with experienced leadership at the manager and director level
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 Clear career paths within Investment Client Services
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 Comprehensive benefits, competitive compensation, and investment in your professional development
 
 
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 </ul>
 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:
 
 
 $65,440.00
 
 
 
 Pay Range - End
 
 
 
 $98,160.00
 
 
 
 Structure 110
 
 
 
 
 Geographic Specific Pay Structure:
 
 
 
 
 Structure 115
 
 
 
 
 We believe in fairness and transparency. It&rsquo;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&rsquo;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.
 
 
 
 
 Skills
 
 
 
 Process Improvement (NM) - Intermediate, Technical Problem Solving (NM) - Intermediate, Storytelling through Data (NM) - Intermediate, Cross Functional Partnering &amp; Planning (NM) - Intermediate, Organizational &amp; Political Savvy (NM) - Intermediate, Consulting (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Financial Services Industry Acumen (NM) - Intermediate, Audits (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Statutes &amp; Regulation (NM) - Intermediate, Customer Support (NM) - Intermediate, Organization (NM) - Intermediate, Customer Service Mindset (NM) - Intermediate, Industry Knowledge (NM) - Intermediate, Policy Inquiries &amp; Complaints Management (NM) - Intermediate, Prioritization (NM) - Intermediate, Financial Securities (NM) - Intermediate, Policy &amp; Procedure (NM) - Intermediate, Field Consulting (NM) - Intermediate, Business Acumen (NM) - Intermediate, Compliance (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Strategic Thinking (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Root Cause Analysis &amp; Decision Quality (NM) - Intermediate, Investment Management Systems (NM) - Advanced, Tax Awareness (NM) - Intermediate, Investment Products (NM) - Intermediate
 
 
 FIND YOUR FUTURE
 
 
 We&rsquo;re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
 
 
 <ul>
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 Flexible work schedules
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 Concierge service
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 Comprehensive benefits
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 Employee resource groups
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Trading Srvcs Sr. Spec

About the jobWealth Management (Training Provided)*At this time Northwestern Mutual of Naperville with not be sponsoring visa status (e.g. H-1B visa status)**This is a client-facing opportunity focused on relationship building, networking, and helping clients &mdash; not a behind-the-scenes or analytical role.*Northwestern Mutual of NapervilleJOIN OUR CHAMPION TEAMJob descriptionIn the Wealth Management role with Northwestern Mutual- you will work to deliver financial security to clients through a comprehensive planning process that integrates risk and investment products. We are looking for a go-getter who has the desire to help others better their financial future.THIS CAREER OFFERS THE FOLLOWING TO YOU:<ul><li>Stipends for training and licensing to help you get started.</li><li>The ability to positively impact someone else's life.</li><li>Access to personalized mentoring and award-winning training programs.</li><li>Backing by Northwestern Mutual, an industry leader with a proven track record of success.</li></ul>CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?Are you wondering if you could be a good fit?Many people find their calling in financial services after working in other industries- don't let past experience hold you back.DO YOU...<ul><li>Know how to connect with people, how to build personal, and how to form trusted relationship?</li><li>Find financial planning interesting to you?</li><li>Become very committed to your role and find yourself driven by success?</li><li>Want to earn more for your hard work?</li><li>Enjoy helping people make more informed, confident decisions about their finances?</li><li>Find yourself ready to live the life you want, both personally and professionally?</li><li>Want to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.</li></ul>If you answered yes to one or more of those questions, being a Financial Representative for Northwestern Mutual might be the perfect fit for you!THIS IS A CAREER WITH ENDLESS OPPORTUNITIESThis career is primarily commission based but also includes training stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $86,000 in their first year, with potential for much more after that. An advantage is that you get to define what success looks like for yourself.Average Compensation:Year 1 | $86,000Year 3 | $275,000Year 5 | $600,000Beyond income, you'll also have access to a comprehensive benefits package.We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. It&rsquo;s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.LOCATION:* Naperville* In-person the first yearDevotion to its policy owners has led Northwestern Mutual through 164 years of industry success. Some of our accolades include:* Fortune 100 Company* Number one &quot;World's Most Admired&quot; company by Fortune magazine for over 25 years* Named one of the &ldquo;50 Best Companies to Sell For&rdquo; by Selling Power magazine* Named one of the &quot;50 Best Places to Launch a Career&quot; by BusinessWeek magazine* Top 5 independent broker-dealersNorthwestern Mutual has always received the highest possible financial strength ratings from the four major rating agencies:* A.M. Best: A++* Fitch Ratings: AAA* Standard &amp; Poor&rsquo;s: AAA* Moody&rsquo;s Investors Service: AAAIndustry<ul><li>Financial Services</li><li>Investment Management</li><li>Insurance</li></ul>Employment Type<ul><li>Full-time</li></ul>Benefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Financial planning services</li><li>Flexible schedule</li><li>Health insurance</li><li>Life insurance</li><li>Retirement plan</li></ul>Job Functions<ul><li>Sales</li><li>Business Development</li><li>Finance</li></ul>Skills<ul><li>Interpersonal Skills</li><li>Sales</li><li>Record Of Success</li><li>Finance</li><li>Communication</li><li>Training</li><li>Real Estate</li><li>Skill Development</li><li>Financial Services</li><li>Banking</li></ul>Job Type: Full-timePay: $86,000.00 - $100,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Retirement plan</li></ul>Application Question(s):<ul><li>What are two or three specific times that work best to reach you by phone to schedule an interview?</li><li>Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Ability to Commute:<ul><li>Naperville, IL 60563 (Required)</li></ul>Work Location: In person

Wealth Management (Training Provided)

Technology CoordinatorJob DescriptionThe responsibility of the Technology Coordinator is to provide front-line computer support and/or coordinate technology resources to resolve office technology issues. Where possible, this includes answering basic technology support questions or directing/coordinating resolution with Network Support, resources on LINKnet, supporting Home Office department, and/or a library of technology reference materials. This includes overall Network Office Technology Administration, such as equipment tracking, equipment agreements, on-going computer clean ups, office moves, etc.Job Responsibilities:&middot; Act as liaison between the network office personnel and network support desk (NSD)&middot; Answer troubleshooting questions for computers, laptops, phones, and other related office equipment&middot; Support and maintain LAN/Server&middot; Enter issues in HPSM to generate tickets and to track technology trends&middot; Install system changes&middot; Provide sign-on maintenance/assistance&middot; Set-up and maintain computers belonging to the network office.&middot; Set-up and maintain computers belonging to FRs&middot; Set-up and maintain phone systems, internet, video conferencing and printers&middot; Order network office computers and track maintenance agreements&middot; Consult with financial representatives regarding the purchase of individual computers and printers&middot; Manage non-computer related technical systems and equipment, including maintenance agreements for equipment&middot; Train network office personnel in the use of the phone/voice mail system&middot; Train network office personnel in the use of printers, fax machines and copiers&middot; Determine usage charges for printers, faxes, and copiers&middot; Coordinate network office moves with regards to technical equipment and set-up&middot; Provide support during test pilots (SPOC)&middot; Provide non-computer related technical supportQualifications:&middot; Travel is necessary in this role with locations such as cities in Arizona, Milwaukee, New Mexico, El Paso. Frequency &ndash; monthly to every other month.&middot; Minimum on 2 years of computer break fix and/or consulting are preferred.Structure:&middot; In office &ndash; Monday to Friday &ndash; 8am-5pm&middot; Location &ndash; 2201 E Camelback Rd, Ste 400, Phoenix, AZ 85016Compensation:&middot; $65,000 annual salaryBenefits&middot; Paid Time Off&middot; Medical, Dental, and Vision Insurance&middot; Retirement PlanPay: $65,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: In person

Technology Coordinator

College Financial Representative, Internship Program*ONLY FULL TIME STUDENTS ELIGIBLE FOR POSITION*OverviewCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!ResponsibilitiesOur internship program mimics our full-time Financial Representative career, allowing you to:<ul><li>Learn how to prospect and network to build your business and client base</li><li>Develop and execute on a business strategy</li><li>Call on potential clients and set meetings to understand their financial goals</li><li>Prepare plans and offer useful recommendations</li><li>Gain exposure to proprietary planning software platforms</li><li>Engage in weekly coaching, training, and development meetings</li><li>Receive Risk Product State Licensing: Life, Accident, and Health</li><li>Build life skills that create future career opportunities</li></ul>As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 &amp; 63 or CFP&reg;. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you&rsquo;ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.#LI-OnsiteQualificationsAre you right for this internship?<ul><li>Full-time student; juniors and seniors preferred</li><li>Entrepreneurial ambitions and curiosity for sales</li><li>Highly involved on campus (leader, athlete, campus orgs, student government, etc)</li><li>Excellent time-management skills</li><li>Interest in financial literacy and planning tools</li><li>Business savvy and desire to increase critical thinking abilities</li></ul>Compensation &amp; Benefits<ul><li>Performance-based earnings and revenue</li><li>Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)</li><li>Productivity Bonuses</li><li>Support for insurance licensing (life, health, DI, LTC)</li><li>Support for SIE, Series 6, Series 63 registrations (eligibility required)</li></ul>About UsFor over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.Our tailored approach includes multiple financial strategies&mdash;insurance, investments, and annuities&mdash;built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a &quot;statutory employee&quot; for Federal Insurance Contributions Act (FICA) tax purposes.As a company, we value an inclusive and belonging workplace where everyone&rsquo;s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.Why join Northwestern Mutual<ul><li>Fortune 500 company (2023)</li><li>Top 100 Internship Programs, Yello x WayUp (2022)</li><li>5.0+ million clients and growing2</li><li>$257 billion retail investment client assets held or managed by Northwestern Mutual3</li><li>Forbes' Best Employers for Diversity (2018-2021)</li><li>Unsurpassed financial strength4</li><li>Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)</li></ul>1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.2 As of June 30, 20233 Combined client assets of NMIS and NMWMC as of June 30, 20234 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody&rsquo;s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&amp;P Global Ratings)Job Types: Part-time, InternshipPay: $75.00 - $2,000.00 per weekBenefits:<ul><li>Financial planning services</li><li>Flexible schedule</li><li>Paid training</li></ul>Compensation Package:<ul><li>Bonus opportunities</li><li>Commission pay</li></ul>Application Question(s):<ul><li>Are you currently enrolled in 12 or more hours at a college or university?</li></ul>Work Location: Hybrid remote in Savannah, GA 31405

College Financial Representative - Paid Internship

We are seeking a detail-oriented and proactive individual to support our financial planning practice. This role involves managing daily administrative tasks, client appointment setting, marketing initiatives, and operational improvements to ensure a seamless client experience.Core ResponsibilitiesDaily Administration &amp; CRM Management<ul><li>Manage Outlook inbox and calendar, ensuring all client communications and appointments are &quot;set regarded&quot; in Dynamics 365.</li><li>Process post-appointment results and case notes, ensuring CRM files are updated with accurate subject lines and next steps.</li><li>Schedule follow-up phone calls and marketing list assignments based on advisor case notes.</li><li>Proactively monitor advisor backlog on case notes and send reminders for missing data.</li></ul>Appointment Setting &amp; Client Experience<ul><li>Conduct outbound calls for annual reviews and appointment setting, referencing previous notes for context.</li><li>Optimize the advisor's schedule by clustering in-person meetings on specific days (Tues/Thurs) while booking virtual meetings flexibly.</li><li>Maintain accurate birthday records on the calendar and reference NM Connect for upcoming milestones.</li></ul>Weekly Operations &amp; Marketing<ul><li>Update weekly opportunity lists in CRM prior to positive focus meetings.</li><li>Assist in case preparation, including PX, CCV, and IFL reports.</li><li>Participate in tactical meetings to plan marketing and prospecting for the week ahead.</li><li>Submit and track client-facing materials through compliance approval via Marketing Commons.</li></ul>Qualifications<ul><li>Proficiency in Microsoft Outlook and Dynamics 365 (CRM).</li><li>Strong communication skills for professional client outreach.</li><li>Ability to identify process improvements and contribute to strategic business planning.</li><li>High level of discretion and attention to security details.</li><li>NYLAAH</li><li>SIE, Series 6/7, Series 63/66 Preferred</li></ul>Pay: $45,000.00 - $52,000.00 per yearWork Location: In person

Associate Financial Planning and Analysis Specialist

The Opportunity: We are seeking an Administrative Assistant + Insurance Service Associate to join our financial planning &amp; investment management firm.The ideal candidate will have strong communication and organization skills, and a desire for professional growth. The right candidate will proactively anticipate and prioritize the needs of those being supported and demonstrate sound judgement. We are looking for someone who can thrive under pressure, is comfortable managing competing priorities and adopts a client centric mindset in their approach.This is an in-office position, Monday &ndash; Friday. Choice of either 8:00 am to 4:00 pm, or 8:30 am to 4:30 pm.Key Responsibilities: <ul><li>Receptionist duties: Answer incoming calls and provide support to insurance clients. Take detailed messages and communicate efficiently with team/ advisors to ensure client needs are met timely.</li><li>Insurance processing: Obtain quotes &amp; run illustrations (including IFLs, PDRs, etc.), initiate submission of claims &amp; provide corresponding support, processing payments, policy changes, loan management, etc.</li><li>Life &amp; Disability insurance applications - data entry, client communication &amp; support.</li><li>Managing late pay reports: connecting with clients and finding resolutions to keep policies in force &amp; healthy.</li><li>Task management: Create, organize, delegate, and track multiple detailed tasks and assignments in CRM that move the business forward, timely and efficiently. Coordinating with team members to ensure advisors are prepared for high-priority or important meetings in a timely manner.</li><li>Administrative duties: Assist advisors with case preparation and email inbox monitoring/ correspondence (sending pre-meeting emails, follow up emails, responding to client inquiries timely, etc.).</li><li>Prioritize work based on importance/urgency and in a manner that maintains high-quality support for advisors.</li><li>Handle case notes, processing correspondence, client data management, maintain client case files and filing.</li><li>Assist in managing, gathering, and entering/refreshing data for client meetings. Follow up with clients/advisors to gather the missing data or clarify inputs.</li><li>Act as a multiuse tool within the organization, readily taking on diverse tasks and responsibilities to support the overall effectiveness of the business. Assist with special projects and initiatives as needed.</li><li>Build and maintain positive relationships with clients, prospects, and team members. Collaborate with colleagues across departments, offering support and assistance as needed, embodying the spirit of teamwork and shared responsibility.</li></ul>Qualifications &amp; Skills: <ul><li>Proven experience in support roles or similar administrative positions (familiarity with insurance business is a plus).</li><li>Proficiency in Microsoft office suite including Outlook, Word, and Excel is required. CRM (client relationship manager) is a plus.</li><li>Demonstrated adaptability and flexibility in responding to evolving priorities, as well as resilience and composure in fast-paced environments.</li><li>Self-starter with strong attention to detail and excellent organizational skills.</li><li>A positive attitude. Ability to analyze, prioritize, organize and problem solve.</li><li>Excellent communication and interpersonal skills, written &amp; verbal, with ability to interact with individuals at all levels. Self-motivated, proactive, detail oriented and the ability to work independently.</li><li>Trustworthy with a high degree of discretion and integrity, and a commitment to upholding confidentiality and ethical standards.</li><li>Bachelor&rsquo;s degree or equivalent experience preferred.</li><li>Any industry licensing or credentialling is a plus (Life &amp; Health, VA/VL license, CLU, Investment licenses: Series 6, Series 7, etc.). Potential requirement to obtain one or more during employment.</li></ul>Job Type: Full-timePay: $35,000.00 - $60,000.00 per yearAbility to Commute:<ul><li>Louisville, KY 40222 (Required)</li></ul>Ability to Relocate:<ul><li>Louisville, KY 40222: Relocate before starting work (Required)</li></ul>Work Location: In person

Administrative Assistant - Insurance Client Support

Join Northwestern Mutual and explore 6   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.