Senior Wealth Advisor & Financial Planning Partner

Raymond James; Bellevue (WA); Hybrid; USD 75,000 - 83,000; Full time

Benefits offered by this job

Medical, Dental & Vision

401k with match

Discretionary bonus & PTO

Job summary

Mainspring Wealth Advisors, LLC seeks an experienced Wealth Advisor to deliver comprehensive financial planning and personalized wealth management in a hybrid Bellevue, WA setting. You will partner with a Financial Advisor, review client portfolios, and craft tailored plans to meet short and long-term goals.

Requirements include a bachelor’s degree in a related field and 2+ years in financial services with emphasis on planning. Licenses SIE, Series 7/63/65/66 as needed.

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.
• SIE, Series 7, 63, 65 or 66 licenses as required by state.

Responsibilities

• Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis.
• Evaluates retirement needs, researches options, and recommends plans.
• Researches and provides recommendations related to risk management concerns, including insurance.
• Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meet their needs and goals.
• Prepares presentations that clearly communicate recommendations and alternatives.
• Prepares files for meetings with existing and new clients.
• Prepares, coordinates and follows through on communications with clients.
• Continuously monitors clients’ financial situations with detail and accuracy.
• Responds to client questions by telephone, email and occasional visits.
• Educates clients on functions of securities markets and factors that affect them.
• Provides guidance on estate planning options and techniques.

Skills

Financial planning

Retirement planning

Client communication

Team collaboration

Education

Bachelor's in Business Administration

Bachelor's in Finance

Tools

Financial planning tools

Job description

Mainspring Wealth Advisors, LLC seeks an experienced Wealth Advisor to deliver comprehensive financial planning and personalized wealth management in a hybrid Bellevue, WA setting. You will partner with a Financial Advisor, review client portfolios, and craft tailored plans to meet short and long-term goals.

Requirements include a bachelor’s degree in a related field and 2+ years in financial services with emphasis on planning. Licenses SIE, Series 7/63/65/66 as needed.