About this role
Paraplanner at Hy-Vee. Location: West Des Moines, Iowa, United States. Role: Prepare financial planning deliverables, Assist client implementations, Analyze asset allocation and holdings Requirements: Paraplanner for investments; analyzes holdings, prepares deliverables, executes trades, supports financial advisors. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 65, series 66, life and health Commitment: Full Time Workplace: Onsite Languages: English