Associate Financial Planner

Job Description

Job Description

We are seeking an Associate Financial Planner for our wealth management firm in Bellevue, Washington. Candidates who thrive in a small firm environment and want to be involved in all aspects of the business, are of high interest to us.

At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for planners that want to learn from our experienced advisors.

The ideal candidate that will fit into our firm and culture will desire to be in a small firm environment acting in a fiduciary capacity, embrace technology, and work in a collaborative environment.

Position Overview

This is a professional position that will primarily focus on supporting one of the Financial Planners directly in managing existing and new client relationships.

You will be expected to assist in various projects including portfolio reviews and preparing financial projections using Microsoft office and company software.

Adaptive and in-depth understanding of computer skills is essential for the position. Working knowledge of portfolio allocation, investment management, and general financial planning is expected.

The Financial Planner will be available to provide mentoring and big picture direction, but you are expected to have the foresight and ability to work independently and anticipate firm needs and client questions.

Initial Responsibilities :

• Assist Financial Planner in preparing for client meetings and regularly monitor clients’ financial situations with attention to detail and accuracy.
• Involvement in all aspects of pre-client meeting activities such as data gathering, preparation of meeting agendas, client paperwork, asset allocation as well as post-client meeting tasks, perform financial situation analysis and coordinate planning implementation with outside professionals if necessary.
• Interact with clients over the phone and in-person.
• Assist Financial Planner with appropriate support team members to achieve group goals.
• Assist in trading and rebalancing of client investment accounts.
• Assist Lead Advisor in delivering financial planning advice for high net-worth clientele.
• Provide input on strategic plan and direction of the firm.

Key Qualifications :

• Self-starter and process-orientated and
• Strong financial and analytical skills
• Organized with strong attention to detail
• Problem solver, and a goal-oriented team player prepared with a no job is beneath me’ mentality.
• FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
• B.A. or B.S. degree
• Able to work independently and keep the Financial Planner aware of progress and hurdles.

Mainspring Wealth Advisors LLC

Bellevue, WA 11400 SE 8th St., Suite 260, Bellevue, WA 98004-6470

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Mainspring Wealth Advisors is not a registered broker / dealer and is independent of Raymond James Financial Services. For use with financial professionals only.

About Mainspring Wealth Advisors, LLC :

Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area.

At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships.

Amazing culture and great leadership team.

Company Description

Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area.

At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships.

Amazing culture and great leadership team.

Company Description

Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area.

At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships.

r n r nAmazing culture and great leadership team.