Under general supervision, the Paralegal for Intellectual Property assists the efforts to protect the organization’s trademarks and other intellectual property, including by providing guidance to third parties on the proper use of the organization’s intellectual property and enforcing the organization’s trademark rights by addressing misuse and unauthorized use of the trademarks.
Investigates potential unauthorized use and misuse of the organization’s certification trademarks in accordance with the organization’s policies and procedures.
Audits CFP® professionals whose certification has been suspended or revoked for potential unauthorized use.
Prosecutes unauthorized use and misuse of the organization’s certification trademarks, including by drafting and sending communications (a) requesting that the individuals engaging in unauthorized use or misuse take corrective action, and (b) requesting that third party websites and publications that are hosting unauthorized uses of the organization’s trademarks take corrective action.
Manages and maintains a database of trademark unauthorized use and misuse cases and inputs information concerning the nature of the misconduct, requests for corrective action, and actions taken to correct misconduct.
Responds to inquiries from CFP® professionals and members of the public concerning the proper usage of the organization’s trademarks and ensures all inquiring individuals are compliant with the organization’s trademark usage guidelines.
Protects the organization’s copyrighted materials; evaluates and processes requests for permission to use the organization’s copyrighted materials; and determines whether copyright permission requests should be granted or denied based upon the organization’s business interests and its legal obligations to protect its copyrighted materials.
Performs other duties as assigned.
Bachelor’s degree and/or a paralegal certificate
Trademark experience in an organization, law firm or similar setting preferred but not required
Knowledge and experience working with the United States Patent and Trademark Office, a plus
Demonstrated ability to deal with confidential matters in a discrete and professional manner
Excellent attention to detail, strong organizational and prioritization skills with the ability to meet deadlines in a fast-paced environment
Strong written and oral communication skills
Ability to analyze relevant data and present it in a logical and compelling manner; critical thinking is essential
Strong customer service skills
Proficiency with using Microsoft Office Suite applications
Proficiency in legal software, such as Westlaw, BrokerCheck, Clio, myFirmData, ContractWorks, and Pacer, a plus
About CFP Board
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.
CFP® certification is held by nearly 100,000 in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
This position works on programs which are part of the 501 (c)(3) and 501 (c)(6).
This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.
Certified Financial Planner Board of Standards (“CFP Board”) – headquartered in Washington, D.C. – is the certifying body for financial planning professionals. It is a non-profit organization that fosters professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for the CFP® certification.