Financial Services Associate

Northwestern Mutual is a leading financial services company located in Denver, and they are seeking a Financial Services Associate to join their Integrated Financial Planning team. This role involves supporting financial representatives in developing successful practices, enhancing client experiences, and ensuring operational efficiency. Responsibilities Partner with financial representatives to develop successful practices using proprietary software Lead operational improvement processes within an advisor’s practice 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 Skills 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 Benefits Bonuses for achieving industry designations. PTO + Holiday time off + 2 Floating holidays designed to give you the flexibility to take paid time off for occasions and events that are personally significant to you. Medical, dental, and vision coverage. Long-Term and Short-Term Disability insurance. Matching 401k plan. Paid garage parking. Remote work option of two days a week after 90-days of employment. Laptop provided. Office healthy break pantry. Healthy break pantry and onsite workout facility access. Company Overview Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is Company H1B Sponsorship Northwestern Mutual has a track record of offering H1B sponsorships, with 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.