Mainspring Wealth Advisors, LLC. · 1 week ago
Associate Finanical Planner
Caldwell, ID
Full-time
Hybrid
Entry Level
$63K/yr - $68K/yr
1+ years expMainspring Wealth Advisors, LLC is a fast-growing wealth management office emphasizing care for clients. The Associate Financial Planner plays a key role in supporting the Lead Financial Planner team in managing client relationships and delivering exceptional service.
AdviceConsultingFinancial ServicesInsuranceLegal
Hiring Manager
Tiffany Solack, PHR®
Responsibilities
Prepare for client meetings by gathering relevant data, creating agendas, and producing reports and planning materials
Ensure timely follow-through on post-meeting action items, including CRM documentation, task creation, and client communication
Coordinate with external professionals (e.g., estate planning attorneys, CPAs) to support client objectives
Input and maintain accurate client data within financial planning software
Assist in developing and updating financial planning strategies in collaboration with the advisory team
Conduct research and analysis on investment options and financial products under the guidance of Lead Advisors
Monitor client financial situations for accuracy, completeness, and changes requiring attention
Prepare, process, and track new account openings, transfers, and ongoing account maintenance
Generate portfolio review materials and assist with ongoing account servicing and management
Communicate with clients via phone, email, and in person to provide timely, professional service
Monitor and manage the team inbox, triaging requests, assigning tasks, and keeping clients informed of progress
Interface with internal team members and external parties to ensure client-related tasks are completed accurately and on time
Support transaction processing and paperwork management in accordance with firm procedures
Coordinate workflows with team members to maintain operational efficiency and high service standards
Assist with front office support as needed, including greeting clients, answering phones, and processing checks
Proactively identify opportunities to improve systems, workflows, and the overall client experience
Clearly communicate task status, deadlines, and obstacles to Lead Financial Planners
Collaborate with support team members to achieve firm and team objectives
Assist with trading and rebalancing of client investment accounts
Participate in and eventually help lead client review meetings
Expand responsibilities as licensing, experience, and proficiency grow
Qualification
Required
Highly organized, detail-oriented, and proactive in managing tasks
Strong analytical and financial skills with the ability to interpret data and develop insights
Effective problem-solving abilities and a team-oriented approach with a ‘no job is beneath me' mentality
Strong persuasive skills
Excellent interpersonal and communication skills, both written and verbal
Able to work independently while keeping the Lead Financial Planner informed of progress and hurdles
FINRA registration, including Series 7 and 66 (or FINRA recognized equivalents) required or ability to clear the tests within 12 months
Preferred
1-2 Years or industry experience preferred
Bachelor's degree (B.A. or B.S.) preferred
Benefits
Medical
Dental
Vision
Life
Retirement
Bonus Opportunity
Company
Mainspring Wealth Advisors, LLC.
Mainspring Wealth Advisors, LLC is an investment adviser registered in the State of Washington but does not provide any services or offer any investment advice.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Kevin Skogen
CEO and CERTIFIED FINANCIAL PLANNER™
Vandana Nair
Chief Operating Officer
Company data provided by crunchbase