Cassaday & Company

POSITION SUMMARYThe Client Service Manager leads the Client Service team daily operations ensuring high-quality client service efficiency and consistent adherence to regulatory requirements. This role requires a proactive detail-oriented leader who can manage and mentor staff handle c

POSITION SUMMARYThe Client Service Manager leads the Client Service team daily operations ensuring high-quality client service efficiency and consistent adherence to regulatory requirements. This role requires a proactive detail-oriented leader who can manage and mentor staff handle c

POSITION DESCRIPTIONThe Financial Planning Specialist 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 advis

POSITION DESCRIPTIONThe Financial Planning Specialist 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 advis

POSITION DESCRIPTIONThe 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 specifica

POSITION DESCRIPTIONThe 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 specifica

POSITION SUMMARYCassaday & Company a top wealth management firm in the country and Virginias #1 financial advisor is seeking candidates to join our nationally ranked award-winning planning staff as an administrative assistant on our Financial Planning team.As a member of Cassaday & Co

POSITION SUMMARYCassaday & Company a top wealth management firm in the country and Virginias #1 financial advisor is seeking candidates to join our nationally ranked award-winning planning staff as an administrative assistant on our Financial Planning team.As a member of Cassaday & Co