Cassaday & Company Inc., a top wealth management firm in the country and Virginia’s #1 financial advisor, is seeking a focused and organized individual to join our Financial Planning team.
The Paraplanner is responsible for assisting with financial planning processes and working directly with clients and prospective clients at the Advisor’s request. This position reports to the Director of Financial Planning but works closely with many departments within the organization.
The responsibilities of the position include a cross section of Financial Planning and Investment Management including, but not limited to:
Assist with advising clients about the implication of specific financial decisions.
Understand clients' goals and using them as guideposts for any financial advice that is offered.
Gather necessary data in order to ensure that any advice offered to a client is the best and will expose them to minimum risk.
Determine whether the client has sufficient resources to meet his/her goals within a specified time limit.
Assist with advising clients on how well to manage the risks posed in their cash flow.
Assist with advising and preparing analysis for a client including retirement cash flow projections, Social Security income analysis, pension plan analysis, etc.
Assist with advising and preparing tax analysis in order to ensure tax liabilities for the client are reduced.
Review and provide recommendations on estate planning techniques to create, accumulate, and conserve client assets.
Learn and understand our firm's investment process.
Meet with new and existing clients alongside the Advisor.Prepare PowerPoint presentations for the Advisors for prospective client meetings.
Provide a high level of service to Advisor’s clients.
Produce error-free documents and correspondence that have been proofed, edited, and reviewed by Manager and/or Advisor prior to sending to clients.
Fully utilize and keep up-to-date records and tasks for clients.
Assist Manager with developing new processes and deliverables within the department.
Adhere to the Firm and Department’s Best Practices.
Assist with department requests as needed.
A Bachelor’s Degree.
Minimum of 1-3 years of experience in a financial planning/investment management role or undergraduate study and internship experience from a financial planning degree program.
Good communication skills; both verbal and written.
Sales skills a plus.
Strong analytical background necessary to complete client analysis.
Proficient in MS Excel, PowerPoint and Word.
Experience with the following software programs a plus:
Morningstar Principal and/or Morningstar Direct
About Cassaday & Company
At Cassaday & Company, Inc. we provide independent investment advisory and financial planning services to over 1,500 households and manage over $2.9 billion in assets. Our firm is on the Barron's list of top 100 advisors in the nation, has been recognized as a top financial advisor in Virginia, and is nationally recognized as a leader in the industry.We are a group of talent rallied around the simple concept that people want unbiased, impartial, and objective advice that provides the tools necessary for them to be good stewards of their wealth. Our Mission: To provide objective guidance to investors 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.