Financial Planning Associate I

Cassaday & Company•McLean, VA

13d•$65,000 - $70,000•Hybrid

About The Position

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.

Requirements

Bachelor’s Degree in Finance, and/or 2 successful internships in the wealth management industry
Must obtain SIE, Series 7, Series 66 and VA Life/Health licenses within the first 120 days of employment.
Strong work ethic, client service orientation, job commitment, initiative, organizational skills and attention to detail.
Ability to work with all levels of management and anticipate support requirements
Proficiency with Word, Excel, and Outlook.
Excellent verbal and written communication skills.
Ability to exercise independent judgment with minimal supervision and maintain a high degree of confidentiality regarding organization and personal matters

Responsibilities

Serve as liaison between financial advisors and their established/prospective clients, responding to their needs in a timely and professional manner.
Schedule and coordinate client and prospect meetings as requested.
Confirm all client and prospect appointments for financial advisors.
Prepare meeting agendas for existing client review meetings.
Prepare and print all materials needed in client review meetings.
Maintain client account records by ensuring all documents are scanned and filed.
Answer incoming phone calls for the firm as needed.
Assist financial advisors with calendar maintenance.
Assist financial advisors manage email traffic as requested.
Provide cross-coverage assistance within the Financial Planning department.
Assist the Director of Financial Planning with projects and tasks as requested.

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