Financial Planning Associate

This position offers hybrid schedule after successful completion of introductory period.Position DescriptionThe 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.ResponsibilitiesThe responsibilities of the position include a cross-section of Financial Planning and Investment Managment, including but not limited to: Prospective Client SupportParticipate in prospective client meetingsGather data from prospective clientsAssist with sign-on and onboarding of new clientsSit in large meetings to assiste with note-taking when neededCurrent Client SupportPrepare analysis for clients, including but not limited to:retirement cash flow projectionsSocial Security income analysispension plan analysiseducation planningGather data from established clients to support analysis and planning needsCollaborate with supporting departments to ensure client needs are met around estate planning, tax planning, insurance and annuity needs, etc.Administrative SupportAnswer 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.0 - 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 OutlookExperience with the following software programs a plus:TamaracMicrosoft CRMMorningstar Prinicpal and/or Morningstar DirectSUCCESS FACTORSDetail orientedGood communication skills, both verbal and writtenAbility to communicate effectively with all levels staff, up to and including C-suite leadershipSales skills a plusStrong analytical background that includes analysis of complex client situationsAbility to juggle multiple priorities in a fast-paced environmentEffective communication prospects, clients, and Cassaday staffAbout UsCassaday & 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 supplementalMajority of premiums paid for by the firm401(k) optionsPaid time offHybrid work optionHealth & Wellness Program, including paid gym membership and ongoing employee wellness eventsPaid parking in covered garage, or monthly public transit subsidyTax-free Dependent Care AssistanceEducation & Tuition Assistance and Mentorship programsCompany-sponsored employee appreciation events