Associate Financial Planner - Client-Focused Wealth Advisor

130 Raymond James Financial Services, Inc.; Caldwell (ID); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Benefits package

Hybrid schedule

Job summary

Mainspring Wealth Advisors, LLC is seeking an Associate Financial Planner in Caldwell, ID to support financial advisors and clients with planning, research, and data entry. The role emphasizes retirement and estate planning and requires collaboration with clients and the team.

The ideal candidate will hold a Bachelor's degree in a related field and 3+ years in financial services. Licensing such as SIE and FINRA Series 7/63/65/66 is expected or obtainable within 12 months.

Qualifications

• Bachelor's degree in finance or related field.
• 3+ years of experience in financial services with emphasis on financial planning, retirement and estate planning.
• SIE/Series 7/63/65/66 licenses or ability to obtain within 12 months.

Responsibilities

• Assist with account opening, transfers and maintenance.
• Support advisors with research, data entry and plan implementation.
• Maintain CRM records and ensure compliance.
• Review clients' portfolios and conduct financial analysis.
• Prepare files for client meetings.

Skills

CRM software

Financial analysis

Client service

Data entry

Education

Bachelor's degree in related field

Tools

Microsoft Office

Financial planning software

Job description

Mainspring Wealth Advisors, LLC is seeking an Associate Financial Planner in Caldwell, ID to support financial advisors and clients with planning, research, and data entry. The role emphasizes retirement and estate planning and requires collaboration with clients and the team.

The ideal candidate will hold a Bachelor's degree in a related field and 3+ years in financial services. Licensing such as SIE and FINRA Series 7/63/65/66 is expected or obtainable within 12 months.