Financial Planning Specialist at Cassaday & Company

, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Mar, 26

Salary

0.0

Posted On

03 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

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

Industry

Financial Services

Description

This position offers a hybrid schedule following successful completion of the introductory period. POSITION SUMMARY 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 advisor & CEO, Steve Cassaday, his clients, and prospective clients. This position reports to both the Chief Executive Officer and his Chief of Staff, and works closely with all departments within the organization. RESPONSIBILITIES The responsibilities of the position include a cross-section of Financial Planning and Investment Management firm clients, including but not limited to: Prospective Client Relationship Management Attending prospective client meetings as an active participant in the sales process. Participating in new client onboarding meetings. Supporting preparation of meeting materials for high net worth/complex prospects. Assisting with prospective client pipeline management. Assisting with new client onboarding processes. Current Client Relationship Management Participating in client review meetings as an active participant in the relationship management process. Proactive & ongoing review and coordination of client’s financial planning needs Debriefing & coordination of follow-up tasks needed after client meetings. Creating, editing, and reviewing meeting materials for client & prospective meetings. Creating & reviewing reports. Gathering & entering data into CRM. Generating cash flow projections, social security analysis, etc. Additional projects as requested. QUALIFICATIONS Bachelor’s Degree is required for this role. Minimum of 3 years of experience in a financial planning/investment management role. CFP certification required; and ability to use CFP marks within 6 months of hire Fully licensed required: Life & Health, Series 66 (or combination 63/65), and Series 7; or ability to become fully licensed within 90 days of hire. Detail oriented. Good communication skills; both verbal and written. Sales skills a plus. Strong analytical background necessary to complete client analysis. Proficient in MS Excel, PowerPoint and Word. Experience with the following software programs a plus: Tamarac Microsoft CRM Morningstar Principal and/or Morningstar Direct RightCapital 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 prospective and current client relationships, preparing meeting materials, and supporting client onboarding processes.