Investment Associate

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      "state": "Minnesota"
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    "location": {
      "city": "Baxter",
      "state": "Minnesota",
      "postalCode": "56425",
      "addressCountry": "United States"
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    "datePosted": "2026-04-21",
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    "description": "<p><a href=\"https://www.northwesternmutual.com/financial/advisor/david-cowell/\" target=\"_blank\" rel=\"noopener noreferrer\">Cowell Financial</a> is an established, comprehensive financial advisory firm located in the beautiful Brainerd Lakes Area. We deliver thoughtful, personalized financial planning and investment strategies with a goal of helping clients achieve clarity and long-term financial freedom. We’re seeking an <span style=\"font-weight: bold\">Investment Associate</span> who is passionate about financial planning, enjoys analytical work, and wants to grow their career in a collaborative, client-first environment.</p>\n<p> </p>\n<p>The <span style=\"font-weight: bold\">Investment Associate </span>will play a central role in implementing Cowell Financial’s planning and wealth philosophies, participating in investment committee meetings, managing investment operations, and delivering high-quality portfolio analysis and client-focused recommendations. This role blends technical investment work with client-service responsibilities and offers strong opportunities for professional development and advancement.</p>\n<p> </p>\n<p><span style=\"font-weight: bold\">Responsibilities include but are not limited to:</span></p>\n<ul>\n<li>Investment strategy &amp; portfolio management\n<ul>\n<li>Implement and uphold Cowell Financial’s planning and wealth management philosophies across client accounts</li>\n<li>Participate actively in investment committee meetings and help translate committee decisions into client actions</li>\n<li>Perform asset allocation, asset location, and time-weighted asset allocation analysis</li>\n<li>Implement proactive rebalancing, tax-loss/gain harvesting, Roth conversions, charitable giving strategies, and strategic distribution planning</li>\n<li>Prepare and execute retirement distribution plans, RMDs, cash reserve strategies, and other retirement-focused initiatives</li>\n</ul>\n</li>\n<li>Expense management &amp; product oversight\n<ul>\n<li>Monitor share classes (A, B, C, institutional), annuities, advisory pricing, LOI/breakpoints and CDSC</li>\n<li>Maintain awareness of and optimize expenses across client portfolios, including whole-family aggregated advisory pricing and SIMPLE IRA breakpoints</li>\n<li>Maintain entity tax-type and SIMPLE IRA eligibility requirements</li>\n</ul>\n</li>\n<li>Retirement &amp; qualified plan support\n<ul>\n<li>Provide general 401(k) allocation observations per service models and client need</li>\n<li>Assist with in-service distributions, reminders for automatic rebalancing of employer plans, and coordination with TPAs</li>\n<li>Maintain up-to-date Plan Highlights documentation and ensure retirement account deposits ahead of tax filing deadlines</li>\n</ul>\n</li>\n<li>Trading &amp; investment operations\n<ul>\n<li>Place trades, log checks/orders, execute ACHs and wires, and manage account operational tasks across advisory, brokerage, variable annuities, SMAs and Private Client Services</li>\n<li>Monitor annual advisory account review requirements, items for attention/alerts and other operational exceptions</li>\n</ul>\n</li>\n<li>Client service, compliance &amp; communication\n<ul>\n<li>Analyze client financial situations and portfolios to develop and implement comprehensive recommendations aligned with client goals</li>\n<li>Emphasize confidentiality, compliance and exceptional client service in all interactions</li>\n<li>Work independently and collaboratively, delegate where appropriate, and manage multiple complex assignments efficiently and accurately</li>\n</ul>\n</li>\n<li>Research, learning &amp; industry engagement\n<ul>\n<li>Maintain up-to-date investment industry and Northwestern Mutual knowledge</li>\n<li>Participate actively in firm learning opportunities: meetings, schools, conferences, webinars and professional designation programs</li>\n</ul>\n</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Qualifications:</span></p>\n<ul>\n<li>Bachelor’s degree</li>\n<li>SIE, Series 7, and 66 licensed, or equivalent</li>\n</ul>\n<ul>\n<li>CFA designation or desire to acquire</li>\n<li>Strong proficiency with Microsoft Excel, Outlook and Word</li>\n</ul>\n<ul>\n<li>Excellent quantitative skills (time value of money, financial calculator, portfolio analytics)</li>\n<li>Strong analytic, research, critical thinking and problem-solving abilities</li>\n<li>Exceptional attention to detail, organizational skills and the ability to manage competing priorities to deadlines</li>\n<li>Effective active listening and communication skills</li>\n<li>Commitment to client-first ethics, confidentiality and compliance</li>\n</ul>\n<ul>\n<li>Passion for investments and a demonstrated thirst for ongoing professional development</li>\n</ul>\n<p> </p>\n<p><span style=\"font-weight: bold\">Benefits:</span></p>\n<ul>\n<li>Health insurance</li>\n<li>Dental insurance</li>\n<li>Long-term disability income plan</li>\n<li>Life insurance</li>\n<li>401(k) with match</li>\n<li>Professional designation program</li>\n<li>Paid holidays &amp; paid time off</li>\n</ul>\n<p> </p>\n<p><span style=\"font-size: 8pt\"><em>Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries in Milwaukee, WI. Northwestern Long Term Care Insurance Company (NLTC), Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Investment brokerage services are offered through <span style=\"font-weight: bold\">Northwestern Mutual Investment Services, LLC, (NMIS)</span> a subsidiary of NM, broker-dealer, registered investment advisor, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank.</em></span></p>\n<p><br></p>\n<p><span style=\"font-size: 8pt\"><em>Members of Cowell Financial use Cowell Financial as a marketing name for doing business as representatives of Northwestern Mutual. Cowell Financial is not a registered investment adviser, broker-dealer, insurance agency, or federal savings bank. To view detailed disclosures regarding individual representatives, view their information at cowellfinancial.com.</em></span></p>",
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    "minimumExperience": "Mid-level",
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