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Northwestern Mutual · 4 hours ago

Financial Services Associate

Denver, CO

Full-time

Hybrid

New Grad, Entry Level

$60K/yr - $72K/yr

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.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Hiring Manager

Larissa Vigil

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

Qualification

Proprietary softwareFinancial planningProcess managementProject managementEffective communicationTeamwork skillsProblem-solvingAdaptabilityAttention to detail

Required

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

Northwestern Mutual

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2020 (1)