Associate Financial Planner

Job Description

Job Description

Position Summary

We are seeking an Associate Financial Planner for our wealth management office in Bend, Oregon. Candidates who thrive in a small team environment and want to be involved in all aspects of the business are of high interest to us. At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for planners who not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships. Candidates who fit into our firm and culture will desire to be in a boutique environment, embrace technology, and work as a collaborative team.

Position Overview

This is a professional position that will primarily focus on supporting one of the Financial Planners directly in managing existing and new client relationships. You will be expected to assist in various projects, including portfolio reviews and preparing financial projections using Microsoft Office and company software. An adaptive and in-depth understanding of computer skills is essential for the position. Working knowledge of portfolio allocation, investment management, and general financial planning is expected. The Financial Planner will be available to provide mentoring and big picture direction, but you are expected to have the foresight and ability to work independently and anticipate any questions or needs from our clients and team.

Initial Responsibilities:

• Assist Financial Planner in preparing for and conducting client meetings with attention to detail and accuracy.
• Involvement in all aspects of pre-client meeting activities, such as data gathering, preparation of meeting agendas, client paperwork, asset allocation, as well as post-client meeting tasks, including performing financial situation analysis, and coordinating planning implementation with outside professionals if necessary.
• Interact with clients over the phone and in person.
• Assist Financial Planner with appropriate support team members to achieve group goals.

Potential Future Responsibilities:

• Assist in trading and rebalancing of client investment accounts.
• Deliver financial planning advice for high-net-worth clientele.
• Develop and manage ongoing client relationships independently.
• Provide input on the strategic plan and direction of the company.

Key Qualifications:

• Bachelor’s Degree (B.A. or B.S.)
• FINRA registration, including SIE, Series 7, and Series 66 (or FINRA-recognized equivalents)
• CFP ® or other industry designations/credentials a plus
• Highly detail‐oriented and process‐driven, with the ability to maintain organized systems, follow workflows, and ensure consistency in execution.
• Proactive, service-minded, and comfortable supporting a wide range of needs
• Resource‐oriented mindset skilled at locating answers, tools, and guidance
• Strong interpersonal and written communication skills
• Effective problem solver with a collaborative, team-first mindset
• Strong financial and analytical skills
• Comfortable working in a support-oriented role with high visibility and impact
• Able to work independently and keep the Financial Planner aware of progress and hurdles.

Mainspring Wealth Advisors LLC

25 NW Irving Avenue, Bend, OR 97703-2011

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Mainspring Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For use with financial professionals only.

Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors, LLC, we emphasize care for our clients, both internal and external, and are looking for candidates who want to contribute to the growth and success of our office by supporting consistent, thoughtful, and efficient service across our advisor teams.

Company Description

Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors, LLC, we emphasize care for our clients, both internal and external, and are looking for candidates who want to contribute to the growth and success of our office by supporting consistent, thoughtful, and efficient service across our advisor teams.