Wealth Management Associate - Northwestern Mutual

Denver • Denver, CO

3d • Hybrid

About The Position

The Wealth Management Associate supports Friday Wealth's senior advisors in delivering exceptional client service and comprehensive financial planning solutions. This role serves as a key operational and planning support partner, working closely with advisors to manage client servicing activities, investment-related administrative processes, and financial planning preparation. The position offers hands-on exposure to wealth management and financial planning while providing a strong development path within the firm.

Requirements

• Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to prioritize multiple responsibilities and meet deadlines.

Nice To Haves

• FINRA licenses (Series 7, Series 66, or equivalent).
• Life and Health Insurance License
• Knowledge of insurance products, investment products, financial planning concepts, and wealth management operations
• 1-2 years of professional experience in financial services, banking, insurance, wealth management, or a related field.

Responsibilities

• Prepare and maintain accurate client records and case notes.
• Manage client follow-up communications and service requests.
• Coordinate and monitor insurance underwriting requirements.
• Assist with investment account paperwork, documentation, and trade-related activities.
• Support advisors with meeting preparation, documentation, and follow-up activities.
• Assist in gathering financial information and preparing planning materials.
• Participate in the financial planning process through research, analysis, and plan preparation.
• Work collaboratively with advisors and operations staff to ensure a high level of service.

Benefits

• Reimburses initial licensing exam and registration fees upon successful completion.
• Annual bonus opportunity.
• 401(k) plan with employer contribution.
• Medical insurance coverage.

What This Job Offers

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