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Junior Financial Advisor

2 months ago

Bellevue, Washington, United States Mainspring Wealth Advisors LLC Full time
Job Overview

We are in search of a Junior Financial Advisor to join our wealth management firm. Candidates who excel in a close-knit firm atmosphere and wish to engage in various facets of the business are highly valued. At Mainspring Wealth Advisors, we prioritize client care and seek advisors eager to learn from seasoned professionals. The ideal candidate will thrive in a small firm setting, operate in a fiduciary role, embrace technological advancements, and work collaboratively.

Position Summary

This role is a professional opportunity that will primarily focus on assisting a Financial Planner in managing both existing and prospective client relationships. You will be tasked with supporting various initiatives, including portfolio assessments and crafting financial forecasts using Microsoft Office and proprietary software. A strong understanding of computer skills is essential for success in this position. Familiarity with portfolio management, investment strategies, and general financial planning is expected. The Financial Planner will provide guidance and overarching direction, but you should possess the initiative and capability to work autonomously and anticipate the needs of the firm and its clients.

Key Responsibilities:

  • Support the Financial Planner in preparing for client meetings and consistently monitor clients' financial situations with meticulous attention to detail.
  • Engage in all phases of pre-client meeting activities, including data collection, agenda preparation, client documentation, and asset allocation, as well as post-meeting tasks such as financial analysis and coordinating planning implementation with external professionals as needed.
  • Communicate with clients via phone and in-person interactions.
  • Collaborate with the Financial Planner and relevant support team members to achieve collective objectives.
  • Assist in the trading and rebalancing of client investment portfolios.
  • Support the Lead Advisor in delivering financial planning insights for high-net-worth clients.
  • Contribute to the strategic planning and direction of the firm.

Essential Qualifications:

  • Self-motivated and process-oriented.
  • Strong analytical and financial skills.
  • Highly organized with a keen eye for detail.
  • Problem solver and a goal-oriented team player with a 'no task is too small' attitude.
  • FINRA registration including Series 7 and 66 (or equivalent).
  • Bachelor's degree in a relevant field.
  • Able to work independently while keeping the Financial Planner informed of progress and challenges.

About Mainspring Wealth Advisors, LLC:

Mainspring Wealth Advisors, LLC is a rapidly expanding wealth management firm with multiple locations. We emphasize exceptional care for our clients and seek candidates who are eager to learn from experienced advisors while focusing on enhancing client relationships.

We pride ourselves on our outstanding culture and strong leadership team.