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Junior Financial Advisor

2 months ago

Caldwell, Idaho, United States Mainspring Wealth Advisors LLC Full time
Job Overview

We are looking for a Junior Financial Advisor to join our esteemed wealth management firm. Ideal candidates will thrive in a collaborative environment and have a strong desire to engage in various facets of the business. At Mainspring Wealth Advisors, we prioritize our clients' needs and seek individuals eager to learn from seasoned professionals in the field.

Position Summary

This role is designed to provide direct support to a Financial Planner in managing both existing and prospective client relationships. Responsibilities will include assisting with portfolio assessments and generating financial forecasts using various software tools. A solid understanding of technology and financial principles is crucial for success in this position. While guidance will be provided by the Financial Planner, candidates should demonstrate the ability to work autonomously and proactively address client inquiries.

Key Responsibilities:

  • Support the Financial Planner in preparing for client consultations and consistently monitor clients' financial conditions with precision.
  • Participate in all preparatory activities for client meetings, including data collection, agenda creation, and documentation, as well as follow-up tasks like financial analysis and coordinating with external professionals when necessary.
  • Engage with clients through phone and face-to-face interactions.
  • Collaborate with the Financial Planner and other team members to achieve collective objectives.
  • Assist in the management and rebalancing of client investment portfolios.
  • Contribute to the delivery of financial planning strategies for high-net-worth clients.
  • Provide insights on the strategic direction of the firm.

Essential Qualifications:

  • Self-motivated and detail-oriented.
  • Strong analytical and financial acumen.
  • Highly organized with a keen eye for detail.
  • Problem-solving mindset and a collaborative team player with a willingness to take on various tasks.
  • 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 client care and are looking for candidates who are eager to learn from experienced advisors while focusing on enhancing client relationships.

We pride ourselves on our outstanding culture and leadership team.