Financial Planning Associate — Client Strategy & Impact

Raymond James; Bend (OR); On-site; USD 55,000 - 80,000; Full time

Job summary

Mainspring Wealth Advisors, LLC is seeking a qualified individual to support financial planning and wealth management services in Bend, Oregon. The role involves assisting with account openings, transfers, data entry, and plan implementation, while maintaining CRM records and ensuring compliance.

You will collaborate with advisors, prepare client files for meetings, and respond to client inquiries by phone, email, and in person as needed.

Qualifications

• Bachelor's degree and 3 years in financial services with emphasis on financial, retirement and estate planning.
• Equivalent combination of experience, education and/or training accepted.

Responsibilities

• Assist with account opening, transfers and maintenance.
• Support advisors with research, data entry, and plan implementation.
• Maintain CRM records and ensure compliance.
• Prepare files for meetings with existing and new clients.
• Respond to client questions by telephone, email and occasional visits.
• May participate in client presentations.

Skills

CRM software

Microsoft Suite

Financial Planning software

Financial markets

Education

Bachelor's degree in Finance

Job description

Mainspring Wealth Advisors, LLC is seeking a qualified individual to support financial planning and wealth management services in Bend, Oregon. The role involves assisting with account openings, transfers, data entry, and plan implementation, while maintaining CRM records and ensuring compliance.

You will collaborate with advisors, prepare client files for meetings, and respond to client inquiries by phone, email, and in person as needed.