Cassaday & Company, Inc. · 9 hours ago
Paraplanner
McLean, VA
Full-time
Hybrid
Entry Level
1+ years expCassaday & Company, Inc. is a leading wealth advisory firm managing approximately $7 billion in assets. They are seeking a Financial Planning Specialist to support financial planning processes and manage client relationships, working closely with senior financial advisors and various departments within the organization.
BankingFinanceFinancial Services
Responsibilities
Join prospective client meetings as an active participant in the sales process
Participate in new client onboarding meetings
Draft meeting materials for prospective client meetings
Support preparation of meeting materials for complex prospects
Assist with the management of prospect pipeline
Join client review meetings as an active participant in the relationship management process
Draft client meeting materials
Proactive & ongoing review and coordination of clients' financial planning needs
Debrief & coordination of follow-up tasks needed post-review meeting
Create & review reports
Gathering & entering data into the CRM system
Generating cash flow projections, social security analysis, etc
Understanding of various elements of the financial planning process
Prepare client review follow-ups
Produce error-free documents and correspondence
Adhere to Firm and Financial Planning Team best practices
Qualification
Required
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
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
Preferred
Fully Licensed preferred: VA L&H, SIE, Series 7, & Series 66, or required within 3 months of hire
Experience with the following software programs a plus: Tamarac, Microsoft CRM, Morningstar Principal and/or Morningstar Direct
Sales skills a plus
Benefits
Healthcare options: including medical, dental, vision, and supplemental
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