Financial Planning Operations Specialist

Northwestern Mutual; Denver (CO); On-site; USD 57,000 - 65,000; Full time

Benefits offered by this job

401(k) plan with employer match

Medical insurance (health, dental, and

Vision coverage

Group short-term and long-term disabil

Generous PTO and holidays

Family leave; licensing support

Job summary

Passage Wealth Partners is seeking a meticulous Planning Support Specialist to join our wealth advisory team. You will support financial planning operations, maintain client records in CRM, and help prepare presentations, proposals, and reports with accuracy and efficiency.

In this role, you will coordinate with clients and advisors, run proposals using our planning tools, review statements, and ensure all paperwork is complete.

Qualifications

• Bachelor's degree required; Life and Health Insurance License must be obtained within six months.
• Industry experience preferred.
• Mastery level proficiency with Microsoft Office Suite and related planning tools.

Responsibilities

• Coordinate with team and clients to gather and organize information for developing comprehensive financial plans.
• Prepare materials including plan presentations, investment and risk proposals, performance reports, and marketing materials.
• Review file contents and case notes; gather documents and ensure proper organization.
• Run insurance proposals and in-force illustrations; perform data-entry in planning software.
• Communicate professionally with clients and internal teams to keep processes efficient.

Skills

Attention to detail

Communication

Organizational skills

Team collaboration

Self-motivation

Adaptability

Proactivity

Multitasking

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Passage Wealth Partners is seeking a meticulous Planning Support Specialist to join our wealth advisory team. You will support financial planning operations, maintain client records in CRM, and help prepare presentations, proposals, and reports with accuracy and efficiency.

In this role, you will coordinate with clients and advisors, run proposals using our planning tools, review statements, and ensure all paperwork is complete.