Financial Planning Operations Specialist

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

Benefits offered by this job

401(k) plan with employer match

Medical insurance including health, d…

Group disability insurance

Paid time off

Family leave

Education and licensing support

Job summary

Passage Wealth Partners (backed by Northwestern Mutual) in Denver seeks a Planning Support Specialist to help run financial planning operations with precision, efficiency, and client focus. You will gather information, prepare materials, and support meetings, ensuring plans are accurate and well-documented.

You will manage the CRM, run proposals using planning software, review statements for discrepancies, and communicate clearly with clients and internal teams.

Qualifications

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

Responsibilities

• Gather information with team and clients to develop comprehensive financial plans.
• Prepare materials: plan presentations, proposals, performance reports, and marketing items.
• Review file contents and case notes; gather documents as needed.
• Run proposals using the illustration system and planning software.
• Engage in professional client and internal team communications.

Skills

Attention to detail

Communication skills

Organizational skills

Team collaboration

Self-motivation

Adaptability

Proactivity

Multitasking

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Passage Wealth Partners (backed by Northwestern Mutual) in Denver seeks a Planning Support Specialist to help run financial planning operations with precision, efficiency, and client focus. You will gather information, prepare materials, and support meetings, ensuring plans are accurate and well-documented.

You will manage the CRM, run proposals using planning software, review statements for discrepancies, and communicate clearly with clients and internal teams.