About this opportunity
Energy Jobline ZR lists this Associate Financial Planner in Bend opportunity in bend, Oregon. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job DescriptionJob Descriptionn
Position Summary
nWe 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.
nPosition Overview
nThis 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.
nInitial Responsibilities:
nnAssist Financial Planner in preparing for and conducting client meetings with attention to detail and accuracy.
nInvolvement 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.
nInteract with clients over the phone and in person.
nAssist Financial Planner with appropriate support team members to achieve group goals.
n nPotential Future Responsibilities:
nnAssist in trading and rebalancing of client investment accounts.
nDeliver financial planning advice for high-net-worth clientele.
nDevelop and manage ongoing client relationships independently.
nProvide input on the strategic plan and direction of the company.
n nKey Qualifications:
nnBachelor’s Degree (B.A. or B.S.)
nFINRA registration, including SIE, Series 7, and Series 66 (or FINRA-recognized equivalents)
nCFP ® or other industry designations/credentials a plus
nHighly detail‐oriented and process‐driven, with the ability to maintain organized systems, follow workflows, and ensure consistency in execution.
nProactive, service-minded, and comfortable supporting a wide range of needs
nResource‐oriented mindset skilled at locating answers, tools, and guidance
nStrong interpersonal and written communication skills
nEffective problem solver with a collaborative, team-first mindset
nStrong financial and analytical skills
nComfortable working in a support-oriented role with high visibility and impact
nAble to work independently and keep the Financial Planner aware of progress and hurdles.
n nMainspring Wealth Advisors LLC
n25 NW Irving Avenue, Bend, OR
nSecurities 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.
nnnCompany Descriptionn
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.
nCompany DescriptionMainspring 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.
Worksite address
bend, OR, 97707, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.