Investment Specialist

Job overview

The Investment Specialist works onsite five days per week in Edina, MN; starting salary is $65,000–$75,000 per year. The role supports a financial-advisor team at Northwestern Mutual and serves as a link among internal departments, the corporate home office, and clients. The specialist handles investment operations and administrative support so advisors can focus on revenue-generating work and enduring client relationships. The role processes account activity, maintains accurate and compliant records, and prepares materials for client meetings and reviews.

What you'll do

• Provide business operations and administrative support to financial advisors and support staff
• open and track investment accounts and prepare onboarding paperwork
• process rollovers, asset transfers, deposits, redemptions, withdrawals, checks, ACH, and wire transactions
• place trades and maintain accounts across advisory, brokerage, annuities, SMAs, and Private Client Services
• monitor portfolio expenses
• maintain client documentation, compliance files, and transaction logs
• prepare or collaborate on pre-sale packages and meeting kits
• track activities in CRM systems.

What we're looking for

Skills & competencies

investment specialist

edina mn

northwestern mutual

investment operations

financial advisor support

client accounts

account transfers

trade processing

compliance files

crm

$65k–$75k

health insurance

401(k) match

paid holidays

Work arrangement

• Weekend coverage required

Benefits & perks

• Health and dental insurance
• group long-term disability income plan
• group life insurance
• 401(k) with match after six months
• paid holidays and paid personal time off.

Why this role

The posting requires a bachelor’s degree and specifies that Life, Accident, Health & Long-Term Care licenses and FINRA Series SIE, 6, and 63 must be held or obtained within 90 days, with Series 7 held or obtained within six months. The XML also identifies the role as hybrid remote, while requiring five days per week in the Edina office.

About the employer

Northwestern Mutual is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.