Hiring: Investment Analyst Company: Northwestern Mutual Virginia Location: Richmond, VA Job Posted Time: 2026-09-11 11:42:01 Employment Type: Full-time / On-site Target Skills & Keywords : Series 7 About the job Experience: •2 years of experience in the insurance industry Required Skills: •Include using the PX system, processing proposals and preparing annual review paperwork. If the Investment Analyst is making suggestions or alternatives regarding the preparation of the PX plan, the Investment Analyst will require Series 7 licensing. •Attention to detail, strong customer service focus, excellent communication skills, and overall “team player” mentality •Demonstrated capacity to create and maintain systems for a high volume of work and stay organized in a fast-paced environment •Desire to grow and develop professionally •Punctual and ability to work in-office for 40 hours/week (Monday-Friday) •Obtain all necessary information along with specific instructions from the financial advisor for PX input (all modules including asset allocation) •Open PX file and provide required input for all sections and modules •Input each security’s value and cost basis information in the corresponding account Qualifications: •Strong work ethic and ability to learn quickly •Demonstrated capacity to embrace change and work in a fast-paced environment •Able to work both independently and on a team •Demonstrated capacity to maintain confidentiality •Excellent oral and written communication skills •Preferred 2 years of experience in the insurance industry •Virginia Life & Health Insurance licensed or ability to obtain license within first 30 days •Series 6 or Series 7 and Series 63 within 6 months of employment Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!