Paraplanner

McLean, MD - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

POSITION DESCRIPTION

The 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 advisors clients and prospective clients. 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 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.
- Draft meeting materials for prospective client meetings.
- 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.
- Draft client meeting materials.
- 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.
- Produce error-free documents and correspondence.
- Adhere to Firm and Financial Planning Team best practices.

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

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 advisors clients and...