What are the responsibilities and job description for the Associate Financial Planner position at Mainspring Wealth Advisors, LLC.?
We are seeking an Associate Financial Planner for our wealth management firm in Bend, Oregon. Candidates who are willing to, working towards, or currently have a CFP® (or equivalent), which 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 not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships. Candidates that 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 and conducting 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.
Potential Future Responsibilities:
- Assist in trading and rebalancing of client investment accounts.
- Deliver financial planning advice for high net-worth clientele.
- Develop and manage ongoing client relationships independently.
- Provide input on strategic plan and direction of the firm.
Key Qualifications:
- B.A. or B.S. degree
- FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
- CFP ® or other industry designations/credentials a strong plus
- Self-starter, Organized with strong attention to detail.
- Strong financial and analytical skills
- Strong persuasive and interpersonal skills
- Problem solver, and a goal-oriented team player prepared with a ‘no job is beneath me’ mentality.
- Able to work independently and keep the Financial Planner aware of progress and hurdles.
Mainspring Wealth Advisors LLC
Bend, OR | 25 NW Irving Avenue, Bend, OR 97703-2011
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.