About this role
Investment Operations Specialist at Northwestern Mutual - Park Ave. Location: New York, New York, United States. Role: managing accounts, preparing proposals, servicing clients Requirements: Requires Associate Financial Advisor contract, Series 6 (or Series 7 when applicable) and Series 63, health and life license (or obtain within 6 months), one of CLU/ChFC/CLTC/CFP, 1+ years securities experience, proficiency with Microsoft Office and Envestnet/Morningstar/NMCIR. Category: Finance and Accounting Seniority: Entry Level Tools: Envestnet, Morningstar, NMCIR, Microsoft Office Certifications: associate financial advisor contract, series 6, series 7, series 63, health and life, clu, chfc, cltc, cfp Commitment: Full Time Workplace: Onsite Languages: English