Insurance and Investment Operations Associate
Northwestern Mutual - Tauzin Wealth Management is a full-service financial advisory practice specializing in wealth management, wealth accumulation, risk management, retirement planning, tax-efficient strategies, and estate planning. We partner with clients to understand their values and objectives and then we build a comprehensive plan designed for them. Our expertise, passion, and commitment enable us to form enduring relationships rooted in a shared drive toward lifetime financial security. We are proud of what we have built and the families we have helped over the last thirty years.
What you will bring to the team: You will lead the insurance operations process. Broadly speaking, you are collaborative, intelligent, highly resourceful, detail-oriented, goal-focused, and an experienced professional with an ownership mentality.
Things you will do:
Desired Skills and Experience:
The Northwestern Mutual Difference: We make plans for people, not just money. So no matter your goals, we have access to top-rated products and services to help you meet each one.
A.M. Best Company, A++ (highest), 04/20; Fitch Ratings, AAA (highest), 08/20; Moody's Investors Service, Aaa (highest), 07/20; S&P Global Ratings, AA+ (second highest), 06/20. Ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
Measured by 2019 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor Magazine and Investment News, May 2020.