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
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 track 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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