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Financial Consultant Financial Advisor

Wealth Planning Specialist - Hybrid, CFP & Client Impact

Job in McLean, Fairfax County, Virginia, USA
Listing for: Cassaday & Company, Inc.
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services firm located in Virginia is seeking a Financial Planning Specialist to assist with client relationships and financial planning processes. This role involves attending meetings, preparing materials for clients, and managing a client pipeline. Candidates should have a Bachelor’s Degree, at least 3 years of experience in financial planning, and CFP certification. The position offers a hybrid work schedule and comprehensive benefits, including healthcare and 401(k) options.
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