Remote Jobs at Northwestern Mutual

Candidates should possess an Associate's degree in business or a related field, or an equivalent combination of education and experience. They must have a minimum of two years of related customer service experience with proven customer service skills, an advanced understanding of Investment or Income markets or products, and a basic understanding of tax implications. Strong written and verbal communication skills, the ability to multi-task and handle a high volume of calls/case load with accurac…

Candidates should possess a bachelor's degree preferred or demonstrated consistent success in prior Underwriting roles, evidenced by satisfactory case management and quality reviews. A minimum of 5 years of underwriting experience is required, along with analytical skills and the ability to make independent decisions on complex cases, applying sound judgment and utilizing established rules. Strong written and oral communication skills, proficiency in computer skills, and the ability to work accu…

Candidates must possess a Bachelor's degree in accounting or tax, a CPA license, and a minimum of 15 years of experience in high-net-worth individual and business tax planning and compliance. A broad understanding of estate and business planning strategies, financial planning, investment, and insurance products is required, along with demonstrated strength in consulting with high-net-worth clients and financial advisors. Proficiency with CCH Axcess Tax software, excellent managerial skills for d…

Candidates must possess a Bachelor's degree in a relevant field such as Business, Financial Planning, Finance, Economics, or Accounting. A minimum of ten years of financial planning experience, with a strong preference for High-Net-Worth experience, is required. The CERTIFIED FINANCIAL PLANNER™ designation is mandatory. Additionally, candidates must obtain Series 6 or 7 FINRA registration within 180 days of hire and hold a state insurance license, or obtain it within the same timeframe. Proven e…

An Associate’s degree in Business, Finance, or a related field, or an equivalent combination of education and professional experience is required. Candidates must possess exceptional verbal and written communication skills with a strong customer-focused mindset, along with strong organizational and multitasking abilities in fast-paced settings. Demonstrated proficiency in using modern software packages and navigating multiple complex systems is necessary, as is a proactive approach toward proble…

Candidates should possess a Bachelor's degree or equivalent work experience, with 1-3 years of relevant experience demonstrating analytical ability, independent decision-making, and sound judgment in applying guidelines. Strong organizational and communication skills, particularly written communication, are essential, along with the ability to collaborate effectively within and across teams.