Investment Associate

Job overview

The Investment Associate role is onsite in Baxter, MN. Compensation is not specified. The position supports Cowell Financial’s planning and wealth management philosophies through investment committee participation, investment operations, portfolio analysis, and client-focused recommendations. The role helps implement investment strategies and comprehensive client recommendations while supporting portfolio management, retirement planning, trading operations, compliance, and client service. Its work contributes to consistent, accurate execution of client plans and ongoing investment operations.

What you'll do

• Implement planning and wealth management philosophies across client accounts
• participate in investment committee meetings and translate decisions into client actions
• perform asset allocation and portfolio analysis
• support rebalancing, tax strategies, retirement distributions, and qualified plans
• monitor expenses and product details
• complete account onboarding, transfers, trades, and operational tasks
• analyze client situations and portfolios
• maintain confidentiality and compliance
• participate in professional learning.

What we're looking for

Skills & competencies

investment associate

portfolio analysis

investment operations

asset allocation

portfolio management

retirement planning

client recommendations

trading

compliance

baxter mn

northwestern mutual

bachelor’s degree

sie

series 7

series 63

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision insurance
• long-term disability income plan
• life insurance
• 401(k) with match
• professional designation program
• paid holidays and paid time off.

Why this role

The posting describes professional development and advancement opportunities, including a professional designation program.

About the employer

Northwestern Mutual is hiring for this role. Industry: Direct Health and Medical Insurance Carriers. Sector: 52.