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Wealth Planning Associate – Hybrid, Client & Meetings
Job in
Bismarck, Burleigh County, North Dakota, 58502, USA
Listed on 2026-09-04
Listing for:
Cassaday & Company
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Cassaday & Company, based in McLean, VA, seeks a Financial Planning Analyst to support the Financial Planning team, coordinate schedules, prepare materials, manage communications, and sustain day-to-day operations in the planning process.
The role requires a Finance degree or internships in wealth management, licenses within 120 days, and a hybrid work arrangement after the intro period. Salary ranges from $65,000 to $70,000 with benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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