Cope Corrales is a well established and rapidly growing financial advisory firm that is built on integrity and doing things right the first time! We go above and beyond our client expectations with leaders who know how to be precise, intentional, and proactive in building our clients future.
Our tremendous growth has created a need for additional client facing staff. Specifically we are looking for an Experienced Paraplanner to assist our Managing Partners with their clients. This role requires great attention to detail, proactive management, and great customer service.
We are looking for candidates who are detailed, driven and interested in being “Relentlessly Proactive” in their work. We want people with integrity who can think ahead and accurately build and deliver results for our customers.
This requires an intelligent, thorough and educational relationship with the client, our team and our partners.
Series 7 & 66 (or equivalent).
CFP designation Preferred
3-5 years of financial planning experience