Financial Planning Specialist at Cassaday & Company

, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jan, 26

Salary

0.0

Posted On

07 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Relationship Management, Data Entry, Cash Flow Projections, Social Security Analysis, Communication Skills, Analytical Skills, Sales Skills, MS Excel, MS PowerPoint, MS Word, MS Outlook, CRM Software, Tamarac, Morningstar, Detail Oriented

Industry

Financial Services

Description

POSITION DESCRIPTION The Financial Planning Specialist is responsible for assisting with financial planning processes and focusing on proactive client relationship management. You will work directly with senior financial advisors, clients, and prospective clients. This position specifically supports clients and prospective clients related to Founder and CEO Steve Cassaday's book of business (referred to below as SQC Team). The successful candidate will report directly to the Founder & CEO, 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 for Steve's clients, including but not limited to: Prospective Client Relationship Management Join prospective client meetings as an active participant in the sales process Participate in new client onboarding meetings Review and approve meeting materials prepared by other members of the SQC team Support preparation of meeting materials for complex prospects Assist with the management of prospect pipeline Current Client Relationship Management Join client review meetings as an active participant in the relationship management process Review and approve client meeting materials prepared by other members of the SQC team Proactive & ongoing review and coordination of clients' finacial planning needs Debrief & coordination of follow-up tasks needed post-review meeting Create & review reports General Financial Planning and Administrative Support Gathering & entering data into the CRM system Generating cash flow projections, social security analysis, etc. Understanding of various elements of the financial planning process Prepare client review follow-ups for SQC and SQC Team Financial Planners. Produce error-free documents and correspondence. Assist SQC Team Manager with developing new processes and deliverables. Adhere to Firm and SQC Team best practices. QUALIFICATIONS A Bachelor's Degree is required for this role, ideally in Finance or other similar field. Minimum of 3 years experience in a financial planning/investment management role, or undergraduate study and internship experience from a financial planning degree program. CFP certification required within 6 months of hire. Fully Licensed preferred: VA L&H, SIE, Series 7, & Series 66, or required within 6 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 $5.9 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

The Financial Planning Specialist assists with financial planning processes and focuses on proactive client relationship management. Responsibilities include managing client relationships, preparing meeting materials, and supporting financial planning needs.