Planning Support Specialist

Job Description

Job Description

Passage Wealth Partners (backed by Northwestern Mutual) is a full-service financial advisory practice specializing in wealth management and accumulation, risk management, retirement planning, tax-efficient savings strategies, and estate planning. You will be part of a top-ranked team providing sophisticated planning and superior service to our clients.

OVERVIEW:
As a Planning Support Specialist, you will be integral to the seamless operation of our financial planning processes. Your role requires meticulous attention to detail and a dedication to maintaining high standards of accuracy and efficiency within a dynamic, fast-paced team. You will collaborate closely with the team to deliver exceptional service and support, helping clients achieve their financial goals.
Key responsibilities include but not limited to:

FINANCIAL PLANNING OPERATIONS:

• Coordinate with the team & clients to gather and organize information necessary for developing comprehensive financial plans.
• Prepare detailed materials, including but not limited to:
• Plan presentations
• Investment and risk product proposals
• Performance reports
• Marketing materials
• Preparation prior to client/prospective client meetings
• Review file contents and case notes
• Gather documents per need and general file organization
• Run insurance proposals and in-force illustrations
• Perform data-entry and general review in our proprietary planning software
• Prepare and review all necessary paperwork and agendas

CRM MANAGEMENT:

• Utilize Northwestern Mutual's CRM system to maintain accurate client records, track interactions, and ensure data integrity.
• Leverage CRM insights to support financial planning processes and enhance client engagement strategies.

OPERATIONAL SUPPORT:

• Utilize Northwestern Mutual’s illustration system and planning software to run proposals and perform data entry tasks as dictated by leadership.
• Review balance sheets and investment statements, demonstrating attention to detail by identifying discrepancies.
• Conduct research as directed, ensuring thoroughness and accuracy.

COMMUNICATIONS:

• Engage in client communication ensuring professionalism and clarity.
• Maintain proactive communication with internal teams to facilitate efficient processes.

QUALIFICATIONS

• Education: Bachelor’s degree required; Life and Health Insurance License must be obtained within the first six months.
• Experience: Industry experience preferred.
• Technical Proficiency: Mastery level proficiency, comfort, and efficiency with Microsoft Office Suite.

DESIRED CHARACTERISTICS

• Attention to Detail: Commitment to executing tasks to an exacting standard, ensuring accuracy and thoroughness, and identifying when something doesn't look right.
• Communication Skills: Exceptionally strong professional communication skills, both verbal and written.
• Organizational Skills: Procedural work habits and the ability to stay organized and see a high number of dynamic tasks to completion.
• Team Collaboration: Ability to work seamlessly with a high-performing team, engaging in ongoing interaction with each team member.
• Self-Motivation: A self-driven, ambitious personality who is motivated by high expectations and consistent performance.
• Adaptability & Quick Learning: Ability to learn quickly and adapt in a fast-paced environment, executing tasks efficiently.
• Proactivity: Demonstrates a proactive approach to tasks and challenges, with strong time management skills and the ability to ask for help when needed.
• Multitasking Ability: Capable of managing multiple tasks simultaneously, ensuring efficient workflow and completion.

SALARY RANGE: $57,000-$65,000 with bonus potential

BENEFITS INCLUDE:

• 401(k) plan with employer match
• Medical insurance including health, dental, and vision coverage
• Group short-term and long-term disability insurance
• Generous PTO policy including paid holidays
• Family leave (maternity, paternity, & adoption)
• Support for personal education and development - including licensing, registration, and designations.

WHAT YOU CAN EXPECT FROM US:
A dynamic role with tremendous capacity to have client impact along with opportunity to learn and advance.
We invest in our people – providing opportunities for our team to grow themselves, their career and in turn, our business.

We care – making a positive difference in our communities. Each year, our team donates time, talent, and financial support to causes we are passionate about. In particular, we’re involved with Bags of Fun, a signature project of the Gabby Krause Foundation which strives to bring joy, laughter, and relief to children whose health and happiness is both compromised and threatened due to illness.

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

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