Financial Planning Associate

Cassaday & Company

36m•Hybrid

About The Position

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.

Requirements

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
Detail oriented
Good communication skills, both verbal and written
Ability to communicate effectively with all levels staff, up to and including C-suite leadership
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

Nice To Haves

Sales skills a plus
Experience with the following software programs a plus: Tamarac Microsoft CRM Morningstar Prinicpal and/or Morningstar Direct

Responsibilities

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
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.
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.

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