PIEtechnologies

PIEtechnologies has career opportunities available in the areas of:

• Financial Planning Software Support Team and
• Internet Software Developer

To learn more, please click here.

Kasch, Levitch, McAleer & Associates

Financial Paraplanner position available with financial planning firm located in Glen Allen, VA focusing on high net worth clients. Responsibilities include preparation of financial plans, implementation of recommended strategies, performing investment transactions and coordination of ongoing client servicing functions and tracking activities that require follow?up and action. Applicant is expected to develop an excellent rapport with clients, have strong written and verbal communication skills and knowledge of Microsoft Office, financial planning software and computing skills.

Education and experience requirements - strong work ethic, acute attention to detail with ability to multitask and manage ongoing working projects, ability to work independently and as part of a team with a focus on servicing the best interests of clients. Experience in the financial services industry with knowledge of financial products is preferred. Bachelors degree required, Series 7, Series 66, and Virginia Life and Health licenses are preferred or the willingness to acquire immediately.

Send resume to klmstaff@gmail.com