Mainsail Financial Group · 1 week ago
Wealth Management Advisor
Bellevue, WA
Full-time
Onsite
Senior Level
5+ years expMainsail Financial Group is an established and rapidly growing RIA fee-only firm in Bellevue, WA, seeking a Wealth Management Advisor to provide exceptional service to existing clients and nurture prospective clients. The role focuses on financial planning for pre-retirees and retirees, emphasizing tax, distribution, and estate planning while fostering client relationships and business development.
AdviceFinancial ServicesFinTech
Hiring Manager
Brandon Steele, CFP®
Responsibilities
Develop and deepen client relationships
Help individuals identify their unique financial needs and objectives
Develop, present, and monitor personalized financial planning recommendations
Monitor financial planning recommendations
Provide excellent client service
Remain up to date on industry developments, service and product enhancements, regulatory issues, etc
Reach out to opportunities provided by the firm
Run new client meetings and follow firm processes for new client onboarding
Gather data, including goals, and work with our paraplanner to analyze and evaluate financial status
Implement personalized financial planning recommendations
Track and manage new business pipeline to follow up and track potential new clients
Qualification
Required
Minimum 5 years in financial services
Series 65 licensed or Series 66 and 7
CFP® designation
Benefits
Paid time off
Medical, Vision, and Dental insurance
401k plan
And More!
Company
Mainsail Financial Group
Mainsail Financial Group is an advisory firm that provides retirement income options, tax-efficient strategies and legacy planning services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Adam Laibson, CFP®, ChSNC
CERTIFIED FINANCIAL PLANNER™ Co-Founder Mainsail Financial Group
Recent News
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