Investment Analyst & Paraplanner: Portfolio Trades

Midwest Heritage, A Hy-Vee Company; West Des Moines (IA); On-site; USD 60,000 - 80,000; Full time

Job summary

Midwest Heritage, A Hy-Vee Company, is looking for an Investment Analyst/Paraplanner in West Des Moines, Iowa. This role involves supporting financial advisors with analysis, reporting, and executing trades to meet client objectives. The ideal candidate will have licenses such as Series 7 and Series 65 or 66, and at least 3 to 5 years of experience in the financial services industry.

The position emphasizes strong analytical skills, proficiency in Microsoft Office, and the ability to work in a fast-paced environment. Commitment to client service and adherence to ethical standards are crucial for success.

Qualifications

• Strong organizational and time management skills with the ability to prioritize multiple tasks and meet deadlines.
• Strong detail orientation including the ability to review forms for accuracy and completeness.
• Commitment to the Midwest Heritage mission and willingness to promote the values of the organization.

Responsibilities

• Preparation of ongoing financial planning deliverables.
• Analyzing client's existing holdings and overall asset allocation.
• Execution of trades.
• Servicing high net worth clients.

Skills

Analytical and problem‑solving ability

Time management and organizational skills

Indirect client support

Strong interpersonal skills

Strong communication and analytical skills

Education

Series 7

Series 65 or 66 (or able to obtain within two months)

Life & Health insurance license (or able to obtain within two months)

Minimum of 3 - 5 years of direct experience in financial services industry

Tools

Microsoft Office (Outlook, Power Point, Excel and Word)

Job description

Midwest Heritage, A Hy-Vee Company, is looking for an Investment Analyst/Paraplanner in West Des Moines, Iowa. This role involves supporting financial advisors with analysis, reporting, and executing trades to meet client objectives. The ideal candidate will have licenses such as Series 7 and Series 65 or 66, and at least 3 to 5 years of experience in the financial services industry.

The position emphasizes strong analytical skills, proficiency in Microsoft Office, and the ability to work in a fast-paced environment. Commitment to client service and adherence to ethical standards are crucial for success.