Planning Support Specialist

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.

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:

• 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

• 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.

• 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.

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

• 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.

• 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.

$57,000-$65,000 with bonus potential

• 401(k) plan with employer match
• Medical insurance including health, dental, and vision coverage
• Group short-term and long-term disability insurance
• Generous…