Financial Planning Operations Specialist
Northwestern Mutual - Denver
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. #J-18808-Ljbffr Northwestern Mutual - Denver
Vacancy posted more than 2 months ago
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