find us on facebook! find us on youtube! follow us on twitter! our rss feed! find us on flickr! find us on flickr!

Home Contact Donate Subscribe Blog
home affiliates about about about facts events supporters news
 
The DC Center Blog

home

home

home

home

home

   

Full Time Paraplanner for Bump & Associates Needed

Permanent Link | Posted by Front Desk on September 19, 2012 2:06 PM

Tags  

careerdevelopment091912.gif Bump & Associates, a Platinum team practice of Ameriprise Financial Services that specializes in comprehensive, dynamic planning relationships for individuals, families and small businesses is seeking a full-time Paraplanner.

The Paraplanner would support three financial advisors and must be analytical, comfortable with a broad variety of software planning tools (including Naviplan and Asset
Allocation) and attentive to detail, case management and s complex client base.

Duties include: client outreach and data gathering, client meeting preparation, follow-up as necessary, and creation/delivery of client deliverables.

Incredible opportunity for the right individual willing to work in a friendly, flexible team
environment in an office that is Metro-accessible with the potential for advancement. Some benefits include Matching contribution to a retirement plan, health insurance, metro expenses, and competitive pay.

For more information or to send in your resume, please contact Geoff Galster at (202) 223-3450 or george.g.galster@ampf.com

The candidate must be fully licensed -Series 7, Series 65 or 66 and Life & Health etc.

Application deadline is Wednesday, September 26.

--
If you would like to learn more about my practice please visit my webpage
at http://www.ameripriseadvisors.com/denise.r.bump/profile

 



















 

The DC Center for the LGBT Community
1318 U Street, NW | Washington, DC 20009 | (202) 682-2245
<<<www.thedccenter.org>>>

United Way #9437
Combined Federal Campaign #63963