Financial Planning Associate II

***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 data from established clients to 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 client and prospect questions and forward complex questions to appropriate parties within the firm’s 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 completed in a timely manner. 
  
  
  • Ensure accurate and timely task management within the CRM system. 
  
  
  • Fully utilize and keep up-to-date records and tasks for clients. 
  
  
  
  

QUALIFICATIONS

• A Bachelor's 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 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