Cassaday & Company

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

POSITION SUMMARY 

The Financial Planning Specialist 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 client’s 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 

1. Bachelor’s Degree is required for this role. 

1. Minimum of 3 years of experience in a financial planning/investment management role. 

1. CFP certification required; and ability to use CFP marks within 6 months of hire  

1. 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. 

1. Detail oriented. 

1. Good communication skills; both verbal and written. 

1. Sales skills a plus. 

1. Strong analytical background necessary to complete client analysis. 

1. Proficient in MS Excel, PowerPoint and Word. 

1. Experience with the following software programs a plus:

   1. Tamarac

   2. Microsoft CRM

   3. Morningstar Principal and/or Morningstar Direct  

   4. RightCapital 

ABOUT US

Cassaday & Company manages approximately $5.9 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