Top 98 Finance Jobs in Findlay Oh

Paraplanner / Client Service Associate
Midwest Financial Planning Group | Northwestern Mutual —Findlay, OH
- $48,000 - $55,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
- Paid training
- Health insurance
Quick Apply
6d
Corporate Financial Analyst
The Mennel Milling Company —Fostoria, OH
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Health savings account
Senior Strategic Financial Analyst
Marathon Petroleum Company LP —Findlay, OH
- Full-time
- 6 years
- Office
- Finance
- Paid parental leave
- Dental insurance
1d
Finance & Treasury Coordinating Analyst
Marathon Petroleum Company LP —Findlay, OH
- Full-time
- Mid-level
- Office
- 3 years
- Paid parental leave
- Dental insurance
7d
Senior BP&A Analyst - Specialty Products
Marathon Petroleum Company LP —Findlay, OH
- Full-time
- Office
- Finance
- Analysis skills
- Paid parental leave
- Dental insurance
6d
Director of Finance
City of Bowling Green —Bowling Green, OH
- $112,787 - $157,902 a year
- Full-time
- Office
- Finance
- Supervising experience
- Paid parental leave
- Health savings account
Quick Apply
Commercial Credit Underwriter
SB Financial Group Inc. —Findlay, OH
- Full-time
- Bachelor of Science
- Writing skills
- Data analysis skills
- On-the-job training
Quick Apply
Supply Trading Specialist - Propylene
Marathon Petroleum Company LP —Findlay, OH
- Full-time
- Mid-level
- Office
- 3 years
- Paid parental leave
- Dental insurance
7d
Personal Banker Associate I
Fifth Third Bank —Findlay, OH
- Full-time
- Office
- Math
- Travel
Finance Specialist
REINEKE FAMILY DEALERSHIPS INC —Findlay, OH
- Full-time
- Dealership
- Mid-level
- High school diploma or GED
13d
Director of Patient Accounts / Finance / Full Time / Days
Wood County Hospital Assn —Bowling Green, OH
- Full-time
- Hospital
- HIPAA
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
Credit Analyst I or II
First Citizens National Bank of Upper Sandusky —Upper Sandusky, OH
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Controller
PALFINGER —Tiffin, OH
- ERP systems
- Office
- Analysis skills
- Wellness program
- AD&D insurance
5d
Financial Advisor - with Full Training and Development Program
Northwestern Mutual —Findlay, OH
- $56,371.52 - $97,995.80 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Credit Manager
AgCredit ACA, —Fostoria, OH
- 7 years
- Finance
- Bachelor's degree
- Paid holidays
- Tuition reimbursement
Personal Banker
The Union Bank Company —Ottawa, OH
- Full-time
- Computer literacy
- Mid-level
- Office
7d
Credit Analyst I or II
The First Citizens National Bank —Upper Sandusky, OH
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Commercial Strategy & Analysis Director
Marathon Petroleum Company LP —Findlay, OH
- Full-time
- Engineering
- Office
- Finance
- Paid parental leave
- Dental insurance
7d
Personal Banker
PNC Financial Services Group —Bowling Green, OH
- $41,250 - $68,750 a year
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
Treasury Management Officer
First Citizens National Bank of Upper Sandusky —Upper Sandusky, OH
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply

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finance jobs near findlay oh

Paraplanner / Client Service Associate

Midwest Financial Planning Group | Northwestern Mutual
Findlay, OH

Quick Apply

Job Details

Full-time
$48,000 - $55,000 a year
6 days ago

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
Employee discount
Professional development assistance
Flexible schedule

Qualifications

Teamwork
Employee relationship building
Research
Bachelor's degree
Attention to detail
Client services
Initiative
Financial services

Full Job Description

Paraplanner / Client Service Associate

Join our dynamic financial services team as a Paraplanner / Client Service Associate, where your expertise will empower clients to achieve their financial goals through comprehensive planning and tailored advice. In this role, you will serve as a vital support partner to financial advisors, ensuring the delivery of precise, compliant, and insightful financial plans. Your proactive approach and technical proficiency will help foster strong client relationships and drive the success of our wealth management initiatives. This position offers an exciting opportunity to develop your skills in financial analysis, estate planning, investment management, and more within a collaborative and growth-oriented environment.

About our firm:

At Midwest Financial Planning Group, our success hinges on our expertise in financial management, comprehensive planning, and outstanding client service. We are seeking a Client Service Associate to assist in a variety of tasks related to financial planning, and client case preparation. You'll work closely with our Private Wealth Advisors and Service Advisors and other team members to play a crucial role in enhancing the client experience. Your focus will include, but is not limited to, entering client data into financial planning software, generating reports, conducting financial analysis, and developing presentations. You will report to the Director of Client Services.

Essential duties:

Input initial client information into PX and other financial planning systems for reporting.
Generate supporting reports for client planning, such as CCV, NMCIR, Advisor Reports, and IFLs.
Research financial planning topics to assist the Advisor team with client strategies.
Collaborate with Advisors to develop planning strategies and recommendations for clients.
Create financial plans and assist Advisors in preparation and presentation.
Prepare necessary paperwork and documentation for client meetings, ensuring accuracy and timeliness.
Develop and analyze financial plans, agendas, and illustrations for client meetings. Maintain organized records of client information and planning documents, ensuring confidentiality and compliance.
Ensure compliance in all actions within your role.
Actively participate in team meetings to enhance the team culture, productivity, and expertise.
Maintain continuing education (CE) for all active licenses and designations.
Provide backup support for insurance service, new business, and financial planning as needed.
Perform additional duties and responsibilities as assigned.

Qualifications:

Bachelor’s Degree required.
2+ years of experience in a financial institution preferred.
Basic knowledge of financial services with the ability to expand your expertise.
Effective communication skills to convey complex information clearly to clients and team members face-to-face, over the phone or via email.
Strong attention to financial details.
Professional office skills.
Ability to make independent, sound decisions.
Ability to multi-task effectively in a fast-paced environment.
Ability to work well with others.

Growth Path:

This is an excellent opportunity for growth in the future to develop into a Client Service Advisor who wants client-facing experience and may desire a clear pathway to an advisor role while working within a well-capitalized firm that supports professional growth.

Benefits:

Salary: $48,000 - $55,000, commensurate with experience
Benefits including: health, vision, dental, life, retirement plan and employee assistance program.
Perks: Employee discount, paid training and flexible schedule
Paid time off
Ability to the commute to the office; once fully trained, this role will have the ability to work a hybrid schedule
Work location: 630 South Main Street, Findlay, OH 45840

Competencies:

Interpersonal Communication: relates well to all kinds of people; ability to gain trust and successfully build relationships with others; orientation toward teamwork; builds appropriate rapport; uses diplomacy and tact; can navigate critical conversations. Strong ability in both writing and verbal communication.

Prioritization: spends his/her time and the time of others on what's is most important and effective; understands how to use time strategically and set aside distractions; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus with self and team.

Good Judgement: makes better decisions than most. Ability to combine personal qualities with relevant knowledge and experience to form opinions and make decisions. Listening well to others with undivided attention understanding what is and is not said.

Self-Starter: has the initiative and ability to work independently. This needn't mean working on their own; but rather being able to operate effectively without needing too much supervision. Able to think critically and problem solve.

Pay: $48,000.00 - $55,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Professional development assistance

Education:

Bachelor's (Required)

Experience:

financial services / wealth management: 2 years (Preferred)

Ability to Commute:

Findlay, OH 45840 (Required)

Work Location: In person

Quick Apply

Refine Your Search

finance jobs in findlay oh

Paraplanner / Client Service Associate

Corporate Financial Analyst

Senior Strategic Financial Analyst

Finance & Treasury Coordinating Analyst

Senior BP&A Analyst - Specialty Products

Director of Finance

Commercial Credit Underwriter

Supply Trading Specialist - Propylene

Personal Banker Associate I

Finance Specialist

Director of Patient Accounts / Finance / Full Time / Days

Credit Analyst I or II

Controller

Financial Advisor - with Full Training and Development Program

Credit Manager

Personal Banker

Credit Analyst I or II

Commercial Strategy & Analysis Director

Personal Banker

Treasury Management Officer

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