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Remote Brokerage Services Analyst; Series

Remote / Online - Candidates ideally in
Madison, Dane County, Wisconsin, 53701, USA
Listing for: Remote Jobs
Remote/Work from Home position Listed on 2026-11-08
Job specializations:
  • Finance & Banking
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 32000 - 48000 USD Yearly USD 32000.00 48000.00 YEAR

Job Description & How to Apply Below

Position: Remote Brokerage Services Analyst (Series 7/63)

Northwestern Mutual's Investment Client Services Analyst role supports clients and registered reps with investment questions, performance inquiries, and securities transactions. It emphasizes de-escalation, learning, and ownership through resolution, while promoting digital-self-service capabilities to strengthen relationships.

Requires Series 7/63 licenses, an associate degree or equivalent, and at least 3 years in financial services with strong communication skills.

The following role is for a Remote Brokerage Services Analyst (Series 7/63) with Remote Jobs.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Remote Brokerage Services Analyst (Series 7/63) role in the description above.

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