Wealth Management Associate - Planning

POSITION SUMMARY 

The Financial Planning Analyst provides analytical and administrative support to the Financial Planning team, helping advisors deliver exceptional service to clients and prospective clients. This role is responsible for coordinating schedules, preparing meeting materials, managing communications, and supporting the day-to-day operations that keep the planning process running efficiently. 

You will report directly to the Director of Financial Planning and have regular interaction with senior executives, department heads, financial planners, clients, prospective clients, and staff. 

RESPONSIBILITIES 

The responsibilities of the position include a cross section of Operations and Financial Planning including, but not limited to:  

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  Serve as liaison between financial advisors and their established/prospective clients, responding to their needs in a timely and professional manner.  

  
  

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  Schedule and coordinate client and prospect meetings as requested.  

  
  

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  Confirm all client and prospect appointments for financial advisors.  

  
  

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  Prepare meeting agendas for existing client review meetings.  

  
  

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  Prepare and print all materials needed in client review meetings.  

  
  

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  Maintain client account records by ensuring all documents are scanned and filed.   

  
  

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  Answer incoming phone calls for the firm as needed.   

  
  

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  Assist financial advisors with calendar maintenance.  

  
  

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  Assist financial advisors manage email traffic as requested.  

  
  

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  Provide cross-coverage assistance within the Financial Planning department.  

  
  

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  Assist the Director of Financial Planning with projects and tasks as requested.  

  
  

REQUIREMENTS 

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  Bachelor’s Degree in Finance, and/or 2 successful internships in the wealth management industry  

  
  

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  Must obtain SIE, Series 7, Series 66 and VA Life/Health licenses within the first 120 days of employment.

  
  

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  Strong work ethic, client service orientation, job commitment, initiative, organizational skills and attention to detail.  

  
  

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  Ability to work with all levels of management and anticipate support requirements  

  
  

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  Proficiency with Word, Excel, and Outlook.  

  
  

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  Excellent verbal and written communication skills.  

  
  

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  Ability to exercise independent judgment with minimal supervision and maintain a high degree of confidentiality regarding organization and personal matters 

  
  

Location: This position is based in our McLean, VA office and offers a hybrid work schedule upon successful completion of the introductory period.

Compensation: The anticipated salary range for this position is $65,000–$70,000 annually, commensurate with experience.

ABOUT US

Cassaday & Company manages approximately $8.4 billion in assets for approximately 3,300 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