Hybrid Associate Financial Planner | Client-Focused Wealth Support

Raymond James; North Carolina; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Mainspring Wealth Advisors, LLC is seeking an Associate Financial Planner to support advisors, manage client data, and assist in comprehensive financial planning. This hybrid role requires strong teamwork and a commitment to client service.

The ideal candidate holds a Finance degree with 3+ years in financial services and relevant licenses. Responsibilities include research, portfolio review, and preparing materials for meetings.

Qualifications

• Bachelor’s degree in Finance or related field.
• 3 years’ experience in financial services with emphasis on financial, retirement and estate planning.
• SIE, Series 7, Series 63, 65 and/or 66 as required or ability to obtain within twelve 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 enter client data for planning.
• Prepare files for client meetings and coordinate communications.
• Respond to client questions by phone, email, or in person.

Skills

CRM software

Microsoft Suite

Financial Planning software

Financial markets

Education

Bachelor’s degree in Finance

Job description

Mainspring Wealth Advisors, LLC is seeking an Associate Financial Planner to support advisors, manage client data, and assist in comprehensive financial planning. This hybrid role requires strong teamwork and a commitment to client service.

The ideal candidate holds a Finance degree with 3+ years in financial services and relevant licenses. Responsibilities include research, portfolio review, and preparing materials for meetings.