Investment Analyst & Paraplanner: Portfolio Trades
Midwest Heritage, A Hy-Vee Company
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. #J-18808-Ljbffr Midwest Heritage, A Hy-Vee Company
Vacancy posted 1 day ago
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