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MPPL Financial · 8 hours ago

Financial Planning Associate (Paraplanner)

Wausau, WI

Full-time

Onsite

Entry, Mid Level

$60K/yr - $75K/yr

2+ years exp

MPPL Financial is expanding its dynamic financial team and is seeking a Financial Planning Associate (Paraplanner). In this role, you will support financial advisors in creating tailored financial plans and analyzing complex data to help clients achieve their long-term goals.

Financial ServicesInsurance

Responsibilities

Responsible for collecting documents from clients, entering client data into financial planning software, and completing the baseline, non-client-facing work associated with the financial planning process

Preparing financial planning documentation, ready for endorsement by the financial advisor

Preparing and comparing different financial modelling for clients

Generating reports and presenting them

Maintaining client files

Follow-up with clients on information or requests and prepare documents to be sent out

Fact-finding and data checking

Develop in-depth knowledge of our investment philosophy and strategies and understand how to incorporate our investment philosophy into financial planning recommendations

Keep current on financial planning topics, software updates, planning techniques, tax law changes, etc..., and develop mechanisms for communicating the changes effectively

Identify and share best practices in planning and delivering planning to clients

Qualification

Financial planning softwareEMoney platformFinancial modelingCFP® designationAttention to detailMicrosoft Office SuiteCommunication skillsTeam playerProblem solvingAdaptability