High-End Portfolio Strategist

7 days ago


Milwaukee, Wisconsin, United States Northwestern Mutual Full time
About Northwestern Mutual

We are a strong and innovative organization, committed to growing our people. We invest in our employees, care about their well-being, and strive to make a positive impact.

Salary Information

The estimated annual salary for this position is $161,400, based on the provided location of Milwaukee, WI. Please note that salaries may vary depending on factors such as skills, education, and experience.

Job Responsibilities
  • Provide discretionary investment services to high-net-worth clients and advisors.
  • Analyze portfolios, offer initial investment recommendations, and manage Private Client Services accounts.
  • Build relationships with internal stakeholders to increase awareness of PCS benefits.
  • Construct tailored portfolios for sophisticated clients, including business owners, C-suite executives, and professional athletes.
  • Deliver market and economic thought leadership to field personnel and clients.
Required Skills and Qualifications
  • Bachelor's degree in finance or a related field, with a master's degree preferred.
  • Chartered Financial Analyst (CFA), Chartered Financial Consultant (CHFc), or Certified Financial Planner (CFP) designation is highly valued.
  • Significant experience interpreting asset allocation, economy, and market conditions.
  • Excellent communication and presentation skills, with the ability to convey complex information to various audiences.
  • Extensive knowledge of equity, fixed income securities, mutual funds, and exchange-traded funds (ETFs).
  • Ability to analyze portfolios, complete trading for stocks and funds, and demonstrate analytical and quantitative skills.
Benefits and Perks
  • Flexible work schedules.
  • Concierge service.
  • Comprehensive benefits package.
  • Employee resource groups.


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