Financial Planning Associate

McLean, MD - USA

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

***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 datafromestablishedclientsto 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 clientand prospectquestions and forward complex questions toappropriate partieswithinthe firms 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 completedin a timely manner.
- Ensureaccurateandtimelytask managementwithin the CRM system.
- Fullyutilizeand keep up-to-date records and tasks for clients.

QUALIFICATIONS

A Bachelors 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 3055 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 Barrons 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

Required Experience:

***This position offers hybrid schedule after successful completion of introductory period.POSITION DESCRIPTIONThe 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 ...