Company · 2 open roles
Careers at Cassaday & Company
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2 positions at Cassaday & Company
Wealth Management Associate - Planning
Cassaday & Company·McLean, Virginia, United States
POSITION SUMMARY The Financial Planning Analyst provides analytical and administrative support to the Financial Planning team, helping advisors deliver exceptional service to clients and prospective clients. This role is responsible for coordinating schedules…
Junior Investment Analyst
Cassaday & Company·McLean, Virginia, United States
POSITION SUMMARY Cassaday & Company, Inc. is seeking an Investment Operations Associate to join the Investment Management & Research (IMR) team in McLean, Virginia. This role focuses on investment data integrity, performance and cost basis reporting, and operational…