Service Advisor
KestraReston, Virginia, United States • Rockville, Maryland, 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 and deliver excellent customer service. The role involves preparing and delivering financial plans, performing investment analysis, and developing investment recommendations.
Requirements
- 4-year degree
- Series 7 and 66 licenses
- Advanced industry certification (CFP) or willingness to pursue
Benefits
- Full health, vision, dental
- 401(k) plans
- Voluntary plans (car insurance, legal services, etc.)