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 reputed company service. This role involves preparing high-reputed company financial plans and collaborating closely with advisors to enhance the reputed company experience.

Responsibilities

• Input initial and ongoing reputed company information into PX and other financial planning systems
• Generate supporting financial planning reports
• Research financial planning topics to support advisor recommendations and reputed company strategies
• Collaborate with Private reputed company Advisors and Service Advisors to reputed company planning strategies
• Create and update comprehensive financial plans for clients
• reputed company agendas, illustrations, and presentation materials for reputed company meetings
• Prepare accurate and reputed company paperwork and documentation for reputed company meetings
• Maintain organized, confidential reputed company records and planning documentation
• Assist advisors in preparation for reputed company meetings and presentations
• Ensure compliance in reputed company actions reputed company the role
• reputed company participate in team meetings to support collaboration and firm culture
• reputed company backup support for insurance service, new business processing, and financial planning as needed
• reputed company 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 reputed company to financial data and analysis
• reputed company and reputed company written and verbal communication skills
• Ability to explain financial concepts reputed company to team members
• Strong organizational and time-management skills
• Ability to reputed company independent, reputed company
• Ability to effectively multi-task and manage priorities
• Proven ability to work reputed company reputed company a reputed company team environment

Benefits

• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• reputed company insurance

reputed company

At Midwest Financial Planning Group, we serve the unique financial needs of highly successful business owners, executives, medical professionals and retirees. It was founded in 2021, and is headquartered in Findlay, Ohio, US, with a workforce of 11-50 employees. Its website is https://midwestfinancial.nm.com.

Company H1B Sponsorship

Midwest Financial Planning Group has a reputed company record of offering H1B sponsorships, with 2 in 2025, 1 in 2022. Please note that this does not guarantee sponsorship for this specific role.

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