Financial Planning Support

Northwestern Mutual - Denver • Highlands Ranch, CO

7d • Hybrid

About The Position

We seek a dynamic individual with keen attention to detail, a passion for quality improvement, and the ability to multitask and problem-solve creatively. We believe in a collaboration of talent working together to grow the business and create a valuable client experience. As one of our team members, you will play a critical role within our organization in helping our financial representatives grow their financial services practice. Culture is at the heart of the client experience, and you will help encourage, celebrate, and support our organization by fostering an enriching environment focused on providing a great experience for both internal and external clients.

Requirements

• Strong collaborative skills within a goal-oriented team.
• Effective communication with colleagues and our clients.
• Resourcefulness and innovation in problem-solving.
• Adaptability to prioritize shifts in a fast-paced environment.
• Proficiency with technology and a commitment to efficiency.
• Competency in process and project management.
• Teamwork skills, including leadership and execution.
• Ability to handle confidential and time-sensitive information.
• Excellent verbal and written communication for rapport-building

Responsibilities

• Communicate with Home Office, representatives, and clients for policy approval.
• Craft comprehensive financial plans tailored to client needs.
• Open investment accounts and manage documentation.
• Execute investment trades efficiently.
• Stay updated on investment regulations.
• Process insurance applications using technology for signatures.
• Input client data into planning software and CRM.
• Confirm client appointments.
• Attend weekly development and team meetings to advance industry mastery.

Benefits

• Bonuses for achieving industry designations.
• PTO + Holiday time off
• Medical coverage.
• Matching 401k plan.
• Laptop provided.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed