Financial Planning Support - Northwestern Mutual

Financial Planning Support 

Northwestern Mutual – Highlands Ranch 

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 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 a team member, you'll work with the wealth management advisor to ensure an efficient, productive, and profitable practice.  You’ll address the advisor’s operational needs, use innovative digital tools, and collaborate on team development to create a productive workspace. 

            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.
  
  What You Will Bring: 

• 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
  
  What We Offer: 

• Full-time, 40-hour work week, non-exempt position. 

• Competitive pay starting at $60,000 - $72,000 annually based on experience. 

• Bonuses for achieving industry designations. 

• PTO + Holiday time off  

• Medical coverage. 

• Matching 401k plan. 

• Remote work option of two days a week after 90-days of employment. 

• Laptop provided. 

• Specific Pay Structure 
  
  We prioritize fairness and transparency, which is why we disclose the salary ranges. Final salaries are determined by several factors, including the candidate’s skills and experience, current market 
  
  We are an equal opportunity employer, welcoming and encouraging diversity within our team. We arecommitted to fostering an environment in which each employee can contribute creative ideas, face challenges, assume leadership roles, and continue to meet and exceed both business and personal goals.