One of the top wealth management firms in the DMV is looking to add a Paraplanner to their team due to growth. Founded over 40 years ago, this firm has over $6B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic.
We have helped several individuals get positions at this firm over the past few years and are happy to talk more about the culture and opportunity for growth.
Key Responsibilities:
Qualifications & Skills:
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