Service Advisor
KestraReston, Virginia, United States
Posted June 27, 2025
Full Time
About the Company
Curo Private Wealth is a growing financial planning and investment management firm with offices in Reston, VA, and Rockville, MD.
Job Description
Curo Private Wealth seeks a Service Advisor to support existing client relationships, deliver financial plans, and perform investment analysis. The role requires strong client service skills, financial planning expertise, and the ability to work in a fast-paced environment.
Requirements
- Financial planning experience
- Project management skills
- Strong client service communications
- Public speaking and presentation skills
- Series 7 and 66 licenses
- Advanced industry certification, such as the CFP
Benefits
- Full health, vision, dental
- 401(k) plans
- Voluntary plans such as car insurance, legal services