Planning Support Specialist

Northwestern Mutual - Denver • Denver, CO

1d • $57,000 - $65,000 • Onsite

About The Position

Passage Wealth Partners (backed by Northwestern Mutual) is a full-service financial advisory practice specializing in wealth management and accumulation, risk management, retirement planning, tax-efficient savings strategies, and estate planning. You will be part of a top-ranked team providing sophisticated planning and superior service to our clients. As a Planning Support Specialist, you will be integral to the seamless operation of our financial planning processes. Your role requires meticulous attention to detail and a dedication to maintaining high standards of accuracy and efficiency within a dynamic, fast-paced team. You will collaborate closely with the team to deliver exceptional service and support, helping clients achieve their financial goals.

Requirements

• Bachelor’s degree required
• Life and Health Insurance License must be obtained within the first six months.
• Mastery level proficiency, comfort, and efficiency with Microsoft Office Suite.
• Attention to Detail: Commitment to executing tasks to an exacting standard, ensuring accuracy and thoroughness, and identifying when something doesn't look right.
• Communication Skills: Exceptionally strong professional communication skills, both verbal and written.
• Organizational Skills: Procedural work habits and the ability to stay organized and see a high number of dynamic tasks to completion.
• Team Collaboration: Ability to work seamlessly with a high-performing team, engaging in ongoing interaction with each team member.
• Self-Motivation: A self-driven, ambitious personality who is motivated by high expectations and consistent performance.
• Adaptability & Quick Learning: Ability to learn quickly and adapt in a fast-paced environment, executing tasks efficiently.
• Proactivity: Demonstrates a proactive approach to tasks and challenges, with strong time management skills and the ability to ask for help when needed.
• Multitasking Ability: Capable of managing multiple tasks simultaneously, ensuring efficient workflow and completion.

Nice To Haves

• Industry experience preferred.

Responsibilities

• Coordinate with the team & clients to gather and organize information necessary for developing comprehensive financial plans.
• Prepare detailed materials, including but not limited to: Plan presentations, Investment and risk product proposals, Performance reports, Marketing materials, Preparation prior to client/prospective client meetings.
• Review file contents and case notes.
• Gather documents per need and general file organization.
• Run insurance proposals and in-force illustrations.
• Perform data-entry and general review in our proprietary planning software.
• Prepare and review all necessary paperwork and agendas.
• Utilize Northwestern Mutual's CRM system to maintain accurate client records, track interactions, and ensure data integrity.
• Leverage CRM insights to support financial planning processes and enhance client engagement strategies.
• Utilize Northwestern Mutual’s illustration system and planning software to run proposals and perform data entry tasks as dictated by leadership.
• Review balance sheets and investment statements, demonstrating attention to detail by identifying discrepancies.
• Conduct research as directed, ensuring thoroughness and accuracy.
• Engage in client communication ensuring professionalism and clarity.
• Maintain proactive communication with internal teams to facilitate efficient processes.

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