Midwest Financial Planning Group ยท 3 weeks ago
Financial Planning Analyst
Findlay, OH
Full-time
Hybrid
New Grad, Entry Level
$48K/yr - $55K/yrMidwest 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.
Financial Services
Hiring Manager
Kenneth Erard
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
Qualification
Required
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
Midwest Financial Planning Group
At Midwest Financial Planning Group, we serve the unique financial needs of highly successful business owners, executives, medical professionals and retirees.
Founded in 2021
11-50 employees
H1B Sponsorship
Midwest Financial Planning Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2022 (1)
Funding
Current Stage
Early StageCompany data provided by crunchbase