Des Moines, Iowa, United States · Hybrid
$55k–$65k/yr
Sparks Financial is a holistic wealth management firm, providing a top-notch experience to our valued clients. Our mission is to help people define, build, and enjoy prosperous lives, and we are honored to be a member of…
Skills: Client Relationship Management, Financial Planning, Attention To Detail, Communication Skills, Interpersonal Skills
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The Client Service Associate supports advising teams in managing client relationships, scheduling, and executing operational workflows to achieve financial goals. Responsibilities include preparing meeting materials, documenting action items, and performing internal reviews of managed households.
Candidates should have a bachelor's degree or equivalent and preferably 1-2 years of experience in financial services. Required licenses include Resident Life and Health Insurance and Long Term Care, with FINRA licenses preferred.
Sparks Financial is a holistic wealth management firm, providing a top-notch experience to our valued clients. Our mission is to help people define, build, and enjoy prosperous lives, and we are honored to be a member of the Northwestern Mutual Private Client Group to bring this mission to life. We are recognized by Barron’s, Forbes, and Denver Business Journal as one of the top wealth management firms in the country, managing over $2 billion for clients nationally. As we continue to grow, the ideal team player will have an impeccable attention to detail and seek ways to impact processes and clients. Learn more about our firm on our website.
The Client Service Associate will assist in the relationship and management of client’s household planning alongside Private Wealth Advisor, Associate Private Wealth Advisor, and/or Private Wealth Service Advisor. This role is responsible for utilizing operational knowledge in risk, investments, and planning to help execute and implement workflow items to achieve client’s goals.
Sparks Financial provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, marital status, genetics, Veteran status, or other legally protected characteristics. In addition to federal law requirements, Sparks Financial complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Sparks Financial will not discriminate or retaliate against applicants for failing to disclose wage rate history in accordance with applicable law.
Sparks Financial expressly prohibits any form of workplace harassment based on race, color, religion, marital status, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Sparks Financial employees to perform their job duties may result in discipline up to and including discharge.
Helping people define, build, and enjoy prosperous lives.
At Sparks Financial, we are a dedicated team of professionals specializing in integrated wealth management and comprehensive planning. With a combined experience of over 250 years and the extensive resources of the Northwestern Mutual Wealth Management Company, we are committed to building long-lasting relationships based on integrity, knowledge, and commitment. Within Northwestern Mutual, Sparks Financial proudly stands as a perennial leading Private Client Group. We are honored to have been recognized as a Top 1200 Financial Advisor by Barron’s and as a Best-In-State Wealth Advisor and a Top Financial Security Professional by Forbes and SHOOK Research. Community involvement lies at the heart of our values at Sparks Financial. We proudly support various charities, including Alzheimer’s Association, and serve as official sponsors of Bags of Fun and Food for Thought Denver. Through our efforts since 2021, we have successfully raised over $100,000 for charitable causes. But our commitment goes beyond financial contributions; we actively engage in volunteering, hosting fundraising events, and raising awareness to drive positive change in our community. At Sparks Financial, our mission is to help individuals define, build, and enjoy prosperous lives. We passionately advocate for your vision, and our dedicated team works tirelessly to turn that vision into reality— today and for generations to come. NORTHWESTERN MUTUAL & ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING LISTS, BUT DO PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.
Offices: 1873 S. Bellaire St., Ste 1700, Denver, CO 80222, US · 34 Aspen Park Blvd, East Syracuse, New York 13057, US
Helping people define, build, and enjoy prosperous lives.
At Sparks Financial, we are a dedicated team of professionals specializing in integrated wealth management and comprehensive planning. With a combined experience of over 250 years and the extensive resources of the Northwestern Mutual Wealth Management Company, we are committed to building long-lasting relationships based on integrity, knowledge, and commitment. Within Northwestern Mutual, Sparks Financial proudly stands as a perennial leading Private Client Group. We are honored to have been recognized as a Top 1200 Financial Advisor by Barron’s and as a Best-In-State Wealth Advisor and a Top Financial Security Professional by Forbes and SHOOK Research. Community involvement lies at the heart of our values at Sparks Financial. We proudly support various charities, including Alzheimer’s Association, and serve as official sponsors of Bags of Fun and Food for Thought Denver. Through our efforts since 2021, we have successfully raised over $100,000 for charitable causes. But our commitment goes beyond financial contributions; we actively engage in volunteering, hosting fundraising events, and raising awareness to drive positive change in our community. At Sparks Financial, our mission is to help individuals define, build, and enjoy prosperous lives. We passionately advocate for your vision, and our dedicated team works tirelessly to turn that vision into reality— today and for generations to come. NORTHWESTERN MUTUAL & ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING LISTS, BUT DO PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.
Offices: 1873 S. Bellaire St., Ste 1700, Denver, CO 80222, US · 34 Aspen Park Blvd, East Syracuse, New York 13057, US
