Investment Analyst & Paraplanner: Portfolio Trades
Listed on 2026-10-07
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Services, Financial Reporting
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.
The Investment Analyst & Paraplanner:
Portfolio Trades role at Midwest Heritage, A Hy-Vee Company is now open for applications in West Des Moines, IA, United States.
Our group is growing, and we are hiring a Investment Analyst & Paraplanner:
Portfolio Trades in West Des Moines, IA, United States.
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