Client-Focused Wealth Planning Associate (Onsite Bend)

130 Raymond James Financial Services, Inc.; Bend (OR); On-site; USD 60,000 - 85,000; Full time

Job summary

Mainspring Wealth Advisors, LLC in Bend, OR is seeking a Financial Planning Associate to support advisors, deliver personalized financial plans, and help clients achieve retirement and wealth goals within a collaborative regional team. You will handle account openings and transfers, data entry, research, CRM maintenance, plan implementation, and client communications.

Requires a Bachelor’s in Finance and 3+ years in financial services, plus SIE and Series 7/63/65/66 licenses; on-site role with

Qualifications

• Bachelor’s degree in Finance or related field required.
• 3+ years in financial services with emphasis on financial, retirement and estate planning.
• Licenses: SIE required; Series 7/63/65/66 as applicable or ability to obtain within six months.

Responsibilities

• Assist with account openings, transfers and maintenance.
• Support advisors with research, data entry, and plan implementation.
• Maintain CRM records and ensure compliance; prepare files for client meetings.

Skills

Client service

Team player

Communication

CRM proficiency

Microsoft Suite

Education

Bachelor’s degree in Finance

Tools

CRM software

Financial planning software

Financial markets

Job description

Mainspring Wealth Advisors, LLC in Bend, OR is seeking a Financial Planning Associate to support advisors, deliver personalized financial plans, and help clients achieve retirement and wealth goals within a collaborative regional team. You will handle account openings and transfers, data entry, research, CRM maintenance, plan implementation, and client communications.

Requires a Bachelor’s in Finance and 3+ years in financial services, plus SIE and Series 7/63/65/66 licenses; on-site role with