Investment & Planning Specialist

Northwestern Mutual - Denver • Denver, CO

1d • $90,000 - $120,000 • Onsite

About The Position

Passage Wealth Partners is a full-service financial advisory practice specializing in wealth management and accumulation, risk management, retirement planning, tax-efficient savings strategies, and estate planning. This role blends portfolio construction, market insight, and client-facing planning, supporting a planning-led wealth management approach. The right candidate is equally comfortable analyzing portfolios and sitting at the table with clients, translating complex investment decisions into clear, actionable advice.

Requirements

• 2–5 years of experience in wealth management, investments, or financial planning
• Bachelor’s degree required
• Series 7/66 and Life & Health licenses (or willingness to obtain)

Nice To Haves

• Progress toward or completion of CFP® preferred
• CFA or other investment-focused credentials a plus
• Strong investment intuition and curiosity about markets
• Ability to communicate complex ideas in simple, practical terms
• Interest in building long-term client relationships, not just managing portfolios
• Alignment with a planning-led, advice-driven philosophy

Responsibilities

• Contribute to and help drive portfolio construction, including asset allocation and portfolio design
• Analyze prospective and existing client portfolios and develop thoughtful, differentiated recommendations
• Research and evaluate investment strategies, funds, and managers across asset classes
• Monitor portfolio performance and risk, and recommend adjustments based on market conditions and client objectives
• Stay current on global markets and translate insights into practical portfolio positioning
• Contribute to the development of comprehensive financial plans, integrating investments with broader client goals
• Translate investment recommendations into client-friendly planning narratives
• Actively participate in client meetings, with a clear path toward presenting analysis and recommendations
• Evaluate prospective client situations and articulate opportunities through a planning-led framework
• Partner closely with lead advisors to deliver a consistent, high-quality client experience
• Improve workflows, reporting, and internal processes to enhance efficiency and scalability
• Support a high-performing team environment through collaboration and shared accountability
• Communicate strategies clearly and confidently to the team
• Maintain proactive communication with internal teams to facilitate efficient processes
• Engage in client communication ensuring professionalism and clarity
• Explain complex investment concepts in clear, practical terms grounded in client goals

Benefits

• 401(k) plan with employer match
• Medical insurance including health, dental, and vision coverage
• Group short-term and long-term disability insurance
• Generous PTO policy including paid holidays
• Family leave (maternity, paternity, & adoption)
• Support for personal education and development - including licensing, registration, and designations.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level