Now Hiring:
Operations Coordinator - Bellevue, WA
Bellevue, WA • On-site
Job Description
Position Summary
Mainspring Wealth Advisors, LLC is seeking an Operations Coordinator to support day-to-day business operations, internal coordination, events, marketing initiatives, and firm-wide administrative projects. This role is ideal for someone who is highly organized, proactive, adaptable, and comfortable supporting multiple priorities in a fast-paced professional services environment.
The Operations Coordinator will work closely with the COO, Business Services Manager, and HR Manager to help ensure internal processes, events, communications, and operational projects are completed smoothly and on time. The person in this role should be comfortable taking initiative, following through on details, coordinating across teams, and helping improve the experience of both internal and external clients.
Position Overview
The Operations Coordinator plays an important support role in the daily operations of the firm. This position assists with event logistics, marketing and social media coordination, team support, onboarding-related tasks, office systems, and administrative projects. The role requires strong communication skills, attention to detail, comfort with technology, and the ability to shift between priorities while maintaining a high level of professionalism.
Responsibilities:
Operations & Administrative Support
- Support day-to-day operational tasks and administrative projects across the firm.
- Coordinate projects assigned by the COO, Business Services Manager and HR Manager
- Support onboarding-related tasks for new team members
- Provide administrative support for firm-wide initiatives and special projects.
Events & Employee Engagement
- Assist with planning, coordinating, and executing firm events, meetings, volunteer activities, and team-building initiatives.
- Coordinate event logistics, communications, vendors, materials, and attendee tracking.
- Support post-event follow-up and continuous improvement efforts.
Marketing & Social Media Coordination
- Assist with implementation of marketing initiatives and social media efforts.
- Coordinate with external marketing partners on content, scheduling, and website updates.
- Support content gathering, brand awareness efforts, and marketing-related projects.
Office Systems & Vendor Coordination
- Support administration of office systems, including phone and security platforms.
- Coordinate with vendors and internal teams to help maintain efficient office operations.
- Track service needs, system updates, and related documentation.
Other Duties
- Assist with cross-functional projects and operational support as needed.
- Perform other duties and special projects as assigned.
Key Qualifications:
- Experience in operations, administrative coordination, marketing support, event planning, or project coordination preferred.
- Strong organizational skills and attention to detail.
- Ability to manage multiple priorities and follow through on tasks with minimal supervision.
- Strong written and verbal communication skills.
- Comfortable coordinating with multiple team members, vendors, and outside partners.
- Proficiency with Microsoft Word, PowerPoint, Excel, Adobe, Canva, or similar tools.
- Ability to maintain professionalism, discretion, and confidentiality.
- Bachelor’s degree preferred, or two years of relevant experience.
Sr. Associate Financial Planner - Bellevue/Tukwila, WA
Bellevue, 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 and Bellevue, WA, Offices. 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.
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 - Caldwell, ID
Caldwell, 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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