Strategic Paraplanner: Financial Planning Support
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-07-05
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-05
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Services, Financial Reporting
Job Description & How to Apply Below
Dormont Manufacturing Co is seeking a Paraplanner in West Des Moines, IA, to support financial advisors in implementing client strategies. The role involves preparing financial deliverables, analyzing investments, executing trades, and managing client portfolios.
The ideal candidate will have a Bachelor's degree, relevant licenses, and a minimum of three years of experience in the financial services sector. Strong analytical skills and proficiency in MS Office are crucial for success in this fast-paced, detail-oriented environment.
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