Financial Services Associate

Northwestern Mutual - Denver•Denver, CO

4d•$60,000 - $72,000•Hybrid

About The Position

Are you ready to join a thriving, innovative culture in a fast-paced, professional environment? We seek a dynamic individual with keen attention to detail, a passion for quality improvement, and the ability to multitask and problem-solve creatively. About Us: We believe in a collaboration of talent working together to grow the business and create a valuable client experience. As one of our Integrated Financial Planning (IFP) 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. The Role: Your ability to build lasting relationships and enhance the advisor and client experience is vital. As an IFP team member, you'll work with financial representatives to ensure efficient, productive, and profitable practices. You'll address advisors' operational needs, use innovative digital tools, and collaborate on team development to create a productive workspace.

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

Partner with financial representatives to develop successful practices using proprietary software.
Lead operational improvement processes within an advisor’s practice.
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

Full-time, 40-hour work week, exempt position.
Competitive pay starting at $60,000 - $72,000 annually based on experience.
Bonuses for achieving industry designations.
PTO + Holiday time off + 2 Floating holidays designed to give you the flexibility to take paid time off for occasions and events that are personally significant to you.
Medical, dental, and vision coverage.
Long-Term and Short-Term Disability insurance.
Matching 401k plan.
Paid garage parking.
Remote work option of two days a week after 90-days of employment.
Laptop provided.
Healthy break pantry and onsite workout facility access.