About this opportunity
Northwestern Mutual lists this Investment Operations & Planning Associate opportunity in mendota heights, Minnesota. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Northwestern Mutual is seeking a FPS Associate in Mendota Heights to support investment paperwork, data input, and analysis for client accounts. You will prepare new account documentation, process trade tickets, and assist with advisory services under supervision.
The role involves using Envestnet for policy statements and Morningstar for portfolio reports, with opportunities to obtain SIE and Series registrations as part of professional development.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.