Wealth Advisor — Hybrid, Client-Focused Planning

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

Benefits offered by this job

Medical, dental, and vision coverage

401k with match

Discretionary bonus and PTO

Job summary

Mainspring Wealth Advisors, LLC is seeking an experienced Wealth Advisor to join our team in Bellevue, WA. You will collaborate with a Financial Advisor to review client portfolios, run financial analyses, and tailor comprehensive plans that meet short- and long-term goals.

The ideal candidate has 2+ years in financial services, familiarity with planning tools, and a strong work ethic with a commitment to client service and community engagement.

Qualifications

• Bachelor's degree in a related field strongly preferred.
• 2+ years of experience in the financial services industry with an emphasis on financial, retirement and estate planning.
• An equivalent combination of experience, education and/or training as approved by Human Resources

Responsibilities

• Partner with Financial Advisor to review client portfolios and conduct financial analysis.
• Evaluate retirement needs and recommend plans.
• Research risk management options including insurance.
• Design and tailor a comprehensive financial plan for clients.
• Prepare presentations communicating recommendations and alternatives.
• Prepare files for meetings with clients and coordinate communications.
• Monitor clients' financial situations with detail and accuracy.
• Respond to client questions by phone, email and in person.
• Educate clients on securities markets and factors affecting them.
• Provide guidance on estate planning options.
• Research client cases and write observations and recommendations.
• May participate in client presentations.
• May open/transfer/close accounts and maintain records.
• May obtain and verify purchase/sale instructions and process transactions.
• Ensure compliance with firm and regulatory policies.
• Perform other duties as assigned.

Skills

Financial planning tools

Team player

Client service

Strong work ethic

Community service

Education

Bachelor's degree in a related field

2+ years experience in financial services

Equivalent combination of experience/education

Job description

Mainspring Wealth Advisors, LLC is seeking an experienced Wealth Advisor to join our team in Bellevue, WA. You will collaborate with a Financial Advisor to review client portfolios, run financial analyses, and tailor comprehensive plans that meet short- and long-term goals.

The ideal candidate has 2+ years in financial services, familiarity with planning tools, and a strong work ethic with a commitment to client service and community engagement.