Now Hiring:
Manager of Advisor Engagement - Bellevue, WA
Bellevue, WA • On-site
Job Description
Position Summary
Mainspring Wealth Advisors is seeking a Manager of Advisor Engagement to support our advisors and leadership team in executing firm strategies and enhancing the advisor’s experience. This role is ideal for someone who excels in execution, coordination, and relationship support within a collaborative, fast-paced environment.
Working closely with the Chief Operating Officer and leadership team, this position focuses on implementing initiatives, supporting advisors’ needs, and ensuring consistent follow-through across the firm. The Manager of Advisor Engagement is a key connector—helping advisors access resources, navigate processes, and stay aligned with firm priorities.
Success in this role requires adaptability, strong organizational skills, and a service-oriented mindset, with the ability to work independently while supporting broader firm objectives. An in-depth understanding of the financial services industry is essential, along with the ability to anticipate advisor needs, troubleshoot issues, and maintain momentum across multiple initiatives.
Position Overview
The Manager of Advisor Engagement supports the execution of advisor-focused strategies developed by leadership. This role does not set firm strategy or manage teams, but instead plays a critical role in translating strategy into action, ensuring advisors are informed, supported, and equipped to succeed.
This position serves as a primary point of contact for advisors on engagement-related topics, helping coordinate resources, track progress, and surface advisor feedback to leadership.
Key Responsibilities
Advisor Relationship Support
- Build and maintain strong, trust-based relationships with advisors through regular communication, meetings, and scheduled outreach
- Act as a consistent, reliable point of contact for advisor questions, needs, and follow-up
- Strong service‐minded approach, consistently anticipating needs, supporting advisors, and delivering high‐quality internal service.
- Strategy Execution & Coordination
- Support the implementation of advisor engagement initiatives developed by the COO and leadership team
- Assist with organizing, tracking, and following up on firm-wide and advisor-specific initiatives
- Help ensure consistency and accountability in execution across advisors
- Business Planning & Growth Support
- Assist advisors with annual business planning, goal tracking, and organic growth activities
- Support the use of accountability frameworks and provide reminders, updates, and documentation as needed
Resource & Process Support
- Connect advisors with internal resources, tools, and training to enhance their practices and client service
- Help document, monitor, and suggest improvements to advisor-facing processes
- Partner with operations, marketing, and technology teams to ensure smooth execution of advisor initiatives
Problem Resolution & Feedback
- Identify challenges impacting advisors and help coordinate solutions with appropriate internal teams
- Serve as a sounding board, escalating advisor feedback and improvement ideas to leadership
- Support change initiatives by helping advisors understand and adopt new programs or processes
- Advisor Experience Advocate
- Act as the “voice of the advisor” by sharing feedback, trends, and observations with leadership
- Help ensure advisor communications are clear, timely, and aligned with firm priorities
Qualifications & Experience
- Bachelor’s degree (B.A. or B.S.)
- FINRA registrations, including SIE, Series 7, and Series 66 (must obtain within 6 months of hire if not already licensed)
- 5+ years of experience in the financial services or wealth management industry is desired
- 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
Sr. Associate Financial Planner - Tukwila, WA
Tukwila, WA • On-site
Job Description
Position Summary
We are seeking a Senior Associate Financial Planner for our wealth management firm in our Tukwila, WA Office. Candidates who currently have a CFP® (or equivalent), who thrive in a small firm 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 team and culture will desire to work in a collaborative environment, acting in a fiduciary capacity for advisory relationships, and embrace technology.
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. Strong understanding 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 firm needs and client questions.
Responsibilities:
- Assist Financial Planner in preparing for and conducting client meetings and regularly monitor clients’ financial situations with attention to detail and accuracy
- Involvement in all aspects of pre-client meeting activities, including data gathering, preparation of meeting agendas, client paperwork, Investment Policy Statements, and asset allocation.
- Post-client meeting tasks, including performing financial situation analysis, and coordinating planning implementation with outside professionals if necessaryAssist in trading and rebalancing of client investment accounts (including one-off trades, raising cash, bi-weekly rebalances, and tax loss harvesting).
- Deliver financial planning advice for high-net-worth clientele
- Develop and manage ongoing client relationships independently
- Portfolio maintenance and management in conjunction with the Lead Financial Planner
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Support role on the Investment Committee
- Adding accounts to models, trading, rebalancing and tax loss harvesting using proprietary software.
- Conducting ongoing fund research under the guidance of the Chief Investment Officer for updates to models, fund swaps.
- Coordinating Portfolio reviews under the guidance of the Investment Committee.
- Building agendas and helping facilitate dialogue.
Key Qualifications:
- Required FINRA registration, including Series 7 and 66 (or FINRA recognized equivalents)
- B.A. or B.S. degree
- CFP ® or other industry designations/credentials
- Self-starter, Organized with strong attention to detail
- Strong financial and analytical skills
- Able to work independently and keep the Planner aware of progress and hurdles
Associate Financial Planner - Bend, OR
Bend, OR • On-site
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, perform financial situation analysis, and coordinate 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 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.
Associate Financial Planner - Boise, ID
Boise, ID • On-site
Job Description
Position Summary
We are seeking an Associate Financial Planner for our wealth management firm in our Caldwell, Idaho Office. Candidates who thrive in a small firm 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 team members who not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships.
Position Overview
The Associate Financial Planner position plays a key role in supporting the Lead Financial Planner team in managing existing and new client relationships and delivering exceptional service. This position involves assisting in various tasks that build efficiency in the processes for the team as well as specific analytical projects using Microsoft Excel 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 Lead 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 firm needs and client questions.
Primary Responsibilities
Client Meeting Preparation & Follow-Up:
- 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.
Financial Planning & Analysis:
- 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.
Account Management & Client Service:
- 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.
Operations & Team Support:
- 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.
Process Improvement & Communication:
- 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.
Future Growth Opportunities
- 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.
Key Qualifications:
- 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.
- 1-2 Years or industry experience preferred.
- Bachelor’s degree (B.A. or B.S.) preferred
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FINRA registration, including Series 7 and 66 (or FINRA recognized equivalents) required or ability to clear the tests within 12 months.
- If not licensed at hire, compensation and title will reflect this until fully licensed.
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