Financial Services Specialist

Northwestern Mutual

Passage Wealth Partners, backed by Northwestern Mutual, is a full‑service financial advisory practice specializing in wealth management and retirement planning. As a Financial Planning Associate, you will support the team to deliver sophisticated planning and superior service to clients. You will coordinate information, prepare materials, run proposals, manage client data in our CRM, and assist across operations and communications to ensure accurate planning delivery. #J-18808-Ljbffr

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Vacancy posted 3 days ago

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