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 email@example.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