Hybrid Wealth Advisor — Client-Centric Financial Planner

Raymond James Financial, Inc.; Bellevue, Northern (WA, KY); Hybrid; USD 75,000 - 83,000; Full time

Benefits offered by this job

100% paid Medical, Dental and Vision

401k + Match

Annual Discretionary Bonus

PTO

Job summary

Mainspring Wealth Advisors, LLC seeks an experienced Wealth Advisor to deliver comprehensive financial planning and personalized wealth management while serving clients and the community. The role emphasizes teamwork, client service, and strong work ethic.

Responsibilities include reviewing client portfolios, retirement needs, risk management, and preparing tailored financial plans and presentations. Hybrid work in Bellevue, WA with emphasis on compliance and client-first guidance.

Qualifications

• Bachelor’s degree in a related field strongly preferred.
• 2+ years of experience in the financial services industry with emphasis on financial, retirement and estate planning.

Responsibilities

• Partners with Financial Advisor to review clients’ portfolio design and goals.
• Evaluates retirement needs and recommends plans.
• Researches and provides risk management recommendations including insurance.
• Prepares tailored financial analyses and plans for clients and prospects.
• Prepares presentations communicating recommendations and alternatives.

Skills

Financial planning

Retirement planning

Estate planning

Client communication

Financial analysis

Education

Bachelor’s degree in a related field

Tools

Financial planning tools

Job description

Mainspring Wealth Advisors, LLC seeks an experienced Wealth Advisor to deliver comprehensive financial planning and personalized wealth management while serving clients and the community. The role emphasizes teamwork, client service, and strong work ethic.

Responsibilities include reviewing client portfolios, retirement needs, risk management, and preparing tailored financial plans and presentations. Hybrid work in Bellevue, WA with emphasis on compliance and client-first guidance.