Senior Financial Planner

McLean, MD - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

This position offers a hybrid schedule following successful completion of the introductory period.

POSITION SUMMARY

The Senior Financial Planner 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 clients 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

Bachelors 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 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:

Senior IC

This position offers a hybrid schedule following successful completion of the introductory period.POSITION SUMMARYThe Senior Financial Planner is responsible for assisting with financial planning processes and focusing on proactive client relationship management. You will work directly with senior f...