Paraplanner

Hy-Vee, Inc.•West Des Moines, IA

2d•Onsite

About The Position

The Paraplanner supports financial advisors by specializing in analysis, research, reporting and executing trades to align with client objectives. This position is an instrumental role assisting in daily business operations and helping to conduct the smooth operation of a fast-paced, friendly, and successful financial planning practice. The Paraplanner will consistently follow high standards of business and professional ethics as well as legal and regulatory requirements.

Requirements

Commitment to the Midwest Heritage mission and willingness to promote the values of the organization.
Strong organizational and time management skills with the ability to prioritize multiple tasks and meet deadlines.
Proficient computer skills. Microsoft Office preferred (Outlook, Power Point, Excel and Word.)
Strong interpersonal skills; ability to relate to and interact with people in a friendly, professional manner.
Strong detail orientation including the ability to review forms for accuracy and completeness.
Strong communication and analytical skills
Organizational and multi-tasking ability
Tech-driven / savvy
Good attitude with others
Motivation for self-improvement
Bachelor’s degree preferred
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

Responsibilities

Preparation of ongoing financial planning deliverables
Assisting with the client implementation process
Analyzing client's existing holdings and overall asset allocation to provide recommendations for allocation and/or rebalancing of portfolios
Execution of trades
Running portfolio illustrations and hypotheticals
Developing appropriate product deliverables including allocation and model research
Providing relevant and up-to-date economic and market information during portfolio management meetings
Servicing high net worth clients
Leveraging contact management system to monitor client requests and servicing
Assisting with required regulatory filings
Analyzing existing financial plans, outside investment portfolios, and variable/insurance contracts
Managing retirement plan systems (401Ks, SIMPLEs, SEPs, etc.)
Acting as a technical resource to provide training and support to team members
Other duties assigned by firm