Financial Planning Analyst
Midwest Financial Planning Group is seeking a detail-oriented and analytical Paraplanner to support our advisory team in delivering comprehensive financial planning and exceptional client service. This role involves preparing high-quality financial plans and collaborating closely with advisors to enhance the client experience.
Responsibilities
- Input initial and ongoing client information into PX and other financial planning systems
- Generate supporting financial planning reports
- Research financial planning topics to support advisor recommendations and client strategies
- Collaborate with Private Wealth Advisors and Service Advisors to develop planning strategies
- Create and update comprehensive financial plans for clients
- Develop agendas, illustrations, and presentation materials for client meetings
- Prepare accurate and timely paperwork and documentation for client meetings
- Maintain organized, confidential client records and planning documentation
- Assist advisors in preparation for client meetings and presentations
- Ensure compliance in all actions within the role
- Actively participate in team meetings to support collaboration and firm culture
- Provide backup support for insurance service, new business processing, and financial planning as needed
- Perform additional duties as assigned
Skills
- Bachelor's Degree required
- Basic knowledge of financial services with the ability and desire to deepen expertise
- Strong attention to detail, especially related to financial data and analysis
- Clear and professional written and verbal communication skills
- Ability to explain financial concepts clearly to team members
- Strong organizational and time-management skills
- Ability to make independent, sound decisions
- Ability to effectively multi-task and manage priorities
- Proven ability to work well within a collaborative team environment
Benefits
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Company Overview
Company H1B Sponsorship