Financial Planning Specialist
- Employer
- Cope Corrales
- Location
- Arlington, VA
- Closing date
- Aug 22, 2019
View more
- Industry
- Financial Services and Banking
- Function
- Consultant and Strategist
- Hours
- Full Time
- Career Level
- Experienced (Non-Manager)
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We expanding our team, and as a result looking to hire an experienced (minimum of 3 years) Paraplanner (Series 6 & 63 or equivalent licenses are required). DescriptionCOPE CORRALES is a well established and rapidly growing financial advisory firm that is built on integrity and doing things right the first time! We are working to exceed our customer 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 a Financial Planning Specialist or Jr. Advisor to assist our top producing advisors with their clients. This role requires great attention to detail, proactive management, and great customer service. We are looking for people 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.
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