Find & Apply For Financial Analyst Jobs in Duluth, Minnesota

Summary/Objective:

Join our expanding, dynamic, financial team as a Financial Planning Associate (Paraplanner). As a key contributor, you will support financial advisors in creating tailored financial plans, analyzing complex data, and supporting the delivery of integrated financial services that help clients achieve their long-term goals. Bring your passion for finance, your analytical mindset, and your commitment to excellence to this energetic and rewarding role. Essential Functions 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. Skills & Competencies Ability to quickly form and maintain positive, productive relationships. Ability to understand client goals & objectives and tailor solutions around them. Innovation and creativity. Ability to synthesize and present data in a clear manner. Strong technology skills. Subject matter expert for eMoney platform. Superior attention to detail and follow through. Team player and collaborator. High standard of professionalism, ethics, confidentiality, and integrity. Exceptional oral and written communication skills. Exercise good judgment, problem solving, recognize urgency and set priorities. Proficient in Microsoft Office Suite or related software. Ability to learn new software programs. Flexible, adapts well to change. Supervisory Responsibility This position has no direct reports. Provides in-direct supervision of plan coordinators. Education and Experience Financial planning experience preferred. Bachelors' degree from a 4-year college or university or equivalent experience. Background in Finance preferred CFP® or FPQP® designation preferred

Job Type:

Full-time Pay:

$24.00 - $30.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Employee discount Flexible spending account Health insurance Life insurance Paid time off Parental leave Professional development assistance

Work Location:

In person