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