Financial Planning Associate at Cassaday & Company

, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

25 Jun, 26

Salary

0.0

Posted On

27 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Investment Management, Client Relationship Management, Data Gathering, Retirement Cash Flow Projections, Social Security Income Analysis, Pension Plan Analysis, Education Planning, Estate Planning, Tax Planning, Insurance, Annuity Needs, Client Support, Task Management, CRM System, MS Excel

Industry

Financial Services

Description

***This position offers hybrid schedule after successful completion of introductory period. POSITION DESCRIPTION The Financial Planning Associate is a hybrid position, with both in-office and work from home time each week. This role supports financial planning processes and focuses on proactive client relationship management. You will work directly with senior financial advisors, clients, and prospective clients. The successful candidate will report directly to the Director of Financial Planning, and works closely with all departments within the organization. RESPONSIBILITIES The responsibilities of the position include a cross-section of Financial Planning and Investment Managment, including but not limited to: Prospective Client Support Participate in prospective client meetings Gather data from prospective clients Assist with sign-on and onboarding of new clients Sit in large meetings to assiste with note-taking when needed Current Client Support Prepare analysis for clients, including but not limited to: retirement cash flow projections Social Security income analysis pension plan analysis education planning Gather data from established clients to support analysis and planning needs Collaborate with supporting departments to ensure client needs are met around estate planning, tax planning, insurance and annuity needs, etc. Administrative Support Answer client and prospect questions and forward complex questions to appropriate parties within the firm’s established response time requirement. Prepare materials for prospective and current client meetings. Draft documents and correspondence for financial advisors. Take notes during prospective and current client meetings. Ensure all follow-up tasks and communications after client meetings are completed in a timely manner. Ensure accurate and timely task management within the CRM system. Fully utilize and keep up-to-date records and tasks for clients. QUALIFICATIONS A Bachelor's Degree is required for this role, ideally in Finance or other similar field. Minimum of 1 year of experience in a financial planning/investment management role, or undergraduate study and internship experience from a financial planning degree program. Fully Licensed preferred: VA L&H, SIE, Series 7, & Series 66, or required within 3 months of hire. Proficient in MS Excel, PowerPoint, Word, and Outlook Experience with the following software programs a plus: Tamarac Microsoft CRM Morningstar Prinicpal and/or Morningstar Direct SUCCESS FACTORS Detail oriented Good communication skills, both verbal and written Ability to communicate effectively with all levels staff, up to and including C-suite leadership Sales skills a plus Strong analytical background that includes analysis of complex client situations Ability to juggle multiple priorities in a fast-paced environment Effective communication prospects, clients, and Cassaday staff ABOUT US Cassaday & Company manages approximately $7 billion in assets for approximately 3,055 households. Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron's, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more. BENEFITS Healthcare options: including medical, dental, vision, and supplemental Majority of premiums paid for by the firm 401(k) options Paid time off Hybrid work option Health & Wellness Program, including paid gym membership and ongoing employee wellness events Paid parking in covered garage, or monthly public transit subsidy Tax-free Dependent Care Assistance Education & Tuition Assistance and Mentorship programs Company-sponsored employee appreciation events

Responsibilities

This role supports financial planning processes, focusing on proactive client relationship management by working directly with senior advisors, clients, and prospects. Responsibilities span financial planning and investment management, including preparing various client analyses like retirement projections and gathering necessary data.