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Licensed Paraplanner in established practice

Employer
Curo Private Wealth
Location
Reston, Virginia & Rockville, Maryland
Salary
$70,000-90,000/year in total compensation + benefits
Closing date
Oct 29, 2022

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Job Role
Paraplanner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Not necessary
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RESPONSIBILITIES:

  • Attend client meetings and take notes
  • Analyze client information and prepare reports and presentations
  • Enter information into financial planning software (e-Money) and prepare draft plans
  • Analyze asset allocation and generate rebalancing trades
  • Research products and product pricing; contact carriers for information
  • Research investment managers and investment services and their pricing
  • Create custom reports for analyzing purchase decisions or planning scenarios

CLIENT SERVICE

  • Answer basic investment and financial planning questions for clients
  • Interface with the broker-dealer or custodian to obtain information or account data and convey service requests
  • Set up and retrieves reports in our portfolio management system (Albridge)
  • Assists in generating performance reports
  • Maintains information related to duties in  our CRM
  • Other tasks as assigned

SKILLS:

  • Prioritization and Organization
  • Advanced computer skills; high proficiency with Excel is essential.

EDUCATION AND/OR EXPERIENCE:

  • 2+ years' experience in a related position.
  • Experience with investment products and portfolio construction.
  • Experience or Knowledge of building financial plans (i.e. e-Money, MoneyGuide Pro, etc)

CERTIFICATIONS, LICENSES, REGISTRATIONS:

  • Series 7 and Series 66 licenses are required.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more for full time employees.

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