Growth-Driven Financial Planning Associate

Mainsail Financial Group; Bellevue (WA); On-site; USD 90,000 - 130,000; Full time

Job summary

Mainsail Financial Group, an established Bellevue, WA-based RIA, seeks an associate advisor to deliver high-level client service to existing clients. You will support lead advisors with planning, tax, distribution, and estate considerations, while expanding the client base through our marketing-driven system.

The role emphasizes a planning-first approach for pre-retirees and retirees, with heavy focus on building relationships and presenting tailored financial plans.

Qualifications

• Minimum 2 years in similar advisor or support roles.
• Licensing required: Series 65 or Series 66 and Series 7.
• Advanced degree/designation is a plus (e.g. MBA, CFP, CPA).

Responsibilities

• Advising and managing client relationships with pre-retirees and retirees.
• Develop, present, and monitor personalized financial planning recommendations.
• Monitor industry developments and service improvements.
• Business development: reach out to opportunities, conduct new client meetings, onboard clients.

Skills

Financial planning

Client relationships

Advisory support

Education

Series 65

Series 66

Series 7

MBA

CFP

CPA

Job description

Mainsail Financial Group, an established Bellevue, WA-based RIA, seeks an associate advisor to deliver high-level client service to existing clients. You will support lead advisors with planning, tax, distribution, and estate considerations, while expanding the client base through our marketing-driven system.

The role emphasizes a planning-first approach for pre-retirees and retirees, with heavy focus on building relationships and presenting tailored financial plans.