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Investment Operations & Planning Specialist

Job in Edina, Hennepin County, Minnesota, USA
Listing for: Northwestern Mutual
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 70000 USD Yearly USD 60000.00 70000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Edina is seeking an Investment and Planning Associate to oversee investment management services. The role includes managing accounts, preparing paperwork, and ensuring excellent client service. Candidates should have a bachelor’s degree preference and must obtain Series 7 and 63 licenses within 3-6 months. The position offers a base salary range of $60,000-$70,000 along with benefits such as medical and dental insurance.
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