Wealth Planning Associate - Hybrid + Licensing Support

Northwestern Mutual - Denver; Denver (CO); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Medical insurance coverage

Hybrid schedule with one remote work‑d

Job summary

Northwestern Mutual Denver is seeking a Wealth Management Associate to support senior advisors in delivering comprehensive financial planning solutions. The role serves as a key operational and planning partner, handling client servicing, investment paperwork, and planning preparation while offering a strong development path within the firm.

The position provides hands-on exposure to wealth management, growth opportunities, and a hybrid schedule with a remote workday per week after a 90-day

Qualifications

• Must have a Bachelor's degree in finance-related field.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to prioritize multiple responsibilities and meet deadlines.

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.

Education

Bachelor's degree in Finance/Financial Planning/Business/Economics

Job description

Northwestern Mutual Denver is seeking a Wealth Management Associate to support senior advisors in delivering comprehensive financial planning solutions. The role serves as a key operational and planning partner, handling client servicing, investment paperwork, and planning preparation while offering a strong development path within the firm.

The position provides hands-on exposure to wealth management, growth opportunities, and a hybrid schedule with a remote workday per week after a 90-day