Foolish Paraplanner Motley Fool
If you?re looking for an entry into the financial-planning profession with a firm that has been regularly rated as one of the best places to work in Washington, D.C., then your dreams may possibly come true. Motley Fool Wealth Management is looking for a paraplanner to support a team of dynamic and innovative financial professionals. As skills and knowledge progress, you?ll participate more and more in the process of providing and presenting financial plans to clients. This role is ideal for those who have passed the CFP exam but don?t yet meet the experience requirement.
Gather, track, and organize client information
Perform some administrative, clerical, and data-entry duties
Assist in answering clients? questions regarding technology and investment programs
Participate in the process of preparing financial plans for clients
Core Competencies and Requirements:
One to three years of experience in the financial-services industry or completion of the education requirement to become a CFP practitioner.
CFP, CFA, PFS, CfFC, and/or CIC designation, insurance license, or passing the Series 65 examination a plus.
Extraordinary ability to prioritize tasks, take initiative when appropriate, and attend to details.
Excellent writing skills.
The Motley Fool, Inc. provides equal opportunity to all employees on the basis of individual performance and qualification without regard to race, sex, marital status, religion, color, age, national origin, non-job-related handicap or disability, sexual orientation, or other protected factor.
We should, however, make you aware that there is one notable exception to this policy. It is our strict and earnest intention ? and the company?s historical record will bear this out ? we will never hire any of the following: robots, replicants, or morlocks. Now keep in mind we are well aware that all of the aforementioned have intentions of world domination in the future, but as of now we have no place for them at The Motley Fool ? unless the year is 2122 and the revolution has already occurred. If that is the case we welcome our new robot, replicant, or morlock rulers!!! Perhaps we have said too much?
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