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Investment Analyst & Paraplanner: Portfolio Trades

Job in West Des Moines, Polk County, Iowa, 50265, USA
Listing for: Midwest Heritage, A Hy-Vee Company
Full Time position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services, Financial Consultant, Financial Reporting
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

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.

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