Financial Planner

Additional Considerations (if any) :

At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.

Midwest Heritage

Job Title : Financial Planner

Department : Financial Advisory

FLSA : Exempt

General Function

The financial planner will market, grow, and manage a variety of investments, insurance, and other wealth management solutions to Bank clients. The Financial Planner will execute trades, provide accurate and timely service, ensure optimum customer relationships and keep informed of security market trends and developments, as well as changes to state and federal security trading regulations.

Core Competencies

• Strategic and critical thinking
• Technical accounting and finance skills
• Analytical Skills
• Organization
• Communication

Reporting Relations

Accountable and Reports to : Vice President, Financial Planner

Positions that Report to you : None

Primary Duties and Responsibilities :

Knowledge, Skills, Abilities, and Worker Characteristics :

Education and Experience :

Physical Requirements :

Working Conditions :

Equipment Used to Perform Job :

Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, and printer.

Contacts :

This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage.

Confidentiality :

This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank / insurance / financial information at all times.

In the performance of their respective tasks and duties all employees are expected to :