Financial Services Associate

Job overview

The Financial Services Associate role is onsite in Denver, CO, with an option to work remotely two days per week after 90 days; compensation is $60,000–$72,000 per year. The associate supports Northwestern Mutual–Denver’s Integrated Financial Planning team, which helps financial representatives grow their practices and serve clients. The role combines advisor operations, insurance and investment processing, client onboarding, and financial planning support to improve practice efficiency and the advisor and client experience.

What you'll do

• Partner with financial representatives using proprietary software
• lead operational improvement processes
• communicate with the home office, representatives, and clients about policy approvals
• prepare financial plans
• manage insurance applications, underwriting tracking, and client service
• open investment accounts, process documentation, execute trades, maintain client data in planning software and CRM, confirm appointments, and attend weekly development and team meetings.

What we're looking for

Skills & competencies

financial services associate

integrated financial planning

advisor support

financial planning

insurance applications

investment accounts

client onboarding

denver co

northwestern mutual

$60k–$72k per year

remote option after 90 days

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid industry designations, profit-share pool bonus, paid time off and holidays, medical, dental, and vision coverage, disability insurance, matching 401(k), paid garage parking, laptop, and onsite workout facility access.

Why this role

The posting offers a remote-work option of two days per week after 90 days of employment.

About the employer

Northwestern Mutual - Denver is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.