Cassaday & Company, Inc. · 11 hours ago
Financial Planning Specialist
McLean, VA
Full-time
Onsite
Mid Level
3+ years expCassaday & Company, Inc. is a recognized financial planning and investment management firm managing approximately $5.9 billion in assets. The Financial Planning Specialist will assist with financial planning processes and focus on proactive client relationship management, working closely with senior advisors and clients.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
Bachelor's Degree is required for this role
Minimum of 3 years of experience in a financial planning/investment management role
CFP certification required; and ability to use CFP marks within 6 months of hire
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
Detail oriented
Good communication skills; both verbal and written
Strong analytical background necessary to complete client analysis
Proficient in MS Excel, PowerPoint and Word
Preferred
Sales skills a plus
Experience with the following software programs a plus: Tamarac, Microsoft CRM, Morningstar Principal and/or Morningstar Direct, RightCapital
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
Company
Cassaday & Company, Inc.
Our Mission is to provide objective guidance to individuals and families seeking advice about their financial situations, to do so with the highest levels of honesty, integrity, and overall excellence possible, and to provide faultless quality and courteous service – at a reasonable price.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Stephan Cassaday
Founder, Chairman & CEO,
Waleed Bississo
Chief Operations Officer
Recent News
2025-08-18
Company data provided by crunchbase