Wealth Management Advisor
Mainsail Financial Group, Bellevue, WA, United States
Established, rapidly growing RIA fee-only firm in Bellevue, WA seeks financial advisor to help provide unsurpassed service to existing clients of Mainsail Financial Group and nurture prospective clients generated by the firm . We focus on being a guiding force for change in our industry and empowering our community to make educated financial decisions. Mainsail is a fast-growing firm with a clear trajectory to continue the momentum.
We invest heavily in our team and provide a unique opportunity. Mainsail Financial Group offers a place to flourish, push yourself, grow, and broaden your impact on a firm transforming in real time. We strive every day to foster a culture of excellence and are looking for team members who possess the following qualities:
A
enthusiastic
contributor who aims to make the most of each day
Self-disciplined
to consistently make an impact and wants to build something special
A
collaborative , goal-oriented team member
A strong desire to
empower
and educate prospect and client relationships
Relentless
in their pursuit of personal and professional growth
Given our path ahead, an ideal candidate would be someone that is excited for the opportunity to join an established firm with a bright future and the opportunity to grow together with no limits to your career development potential. We are looking for an advisor with a planning-first mentality, providing a high level of client service for pre-retirees and retirees that focuses on tax, distribution, and estate planning. We have developed a marketing system that provides new client opportunities, driving more leads than our team's current capacity. As a result, we are looking for someone who is willing and able to take on meaningful responsibility early on to service our existing clients and take on new client opportunities.
Work You will Do:
As an advisor with Mainsail, your time would be spent primarily on financial planning for existing and prospective clients. We provide resources for investment management, paraplanning, data input, and administrative assistance. Our goal is to enable you to spend more time doing what you are best at: making recommendations and building client relationships.
Advising and managing client relationships:
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
Remain up to date on industry developments, service and product enhancements, regulatory issues, etc.
Business development for acquiring new clients:
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
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We invest heavily in our team and provide a unique opportunity. Mainsail Financial Group offers a place to flourish, push yourself, grow, and broaden your impact on a firm transforming in real time. We strive every day to foster a culture of excellence and are looking for team members who possess the following qualities:
A
enthusiastic
contributor who aims to make the most of each day
Self-disciplined
to consistently make an impact and wants to build something special
A
collaborative , goal-oriented team member
A strong desire to
empower
and educate prospect and client relationships
Relentless
in their pursuit of personal and professional growth
Given our path ahead, an ideal candidate would be someone that is excited for the opportunity to join an established firm with a bright future and the opportunity to grow together with no limits to your career development potential. We are looking for an advisor with a planning-first mentality, providing a high level of client service for pre-retirees and retirees that focuses on tax, distribution, and estate planning. We have developed a marketing system that provides new client opportunities, driving more leads than our team's current capacity. As a result, we are looking for someone who is willing and able to take on meaningful responsibility early on to service our existing clients and take on new client opportunities.
Work You will Do:
As an advisor with Mainsail, your time would be spent primarily on financial planning for existing and prospective clients. We provide resources for investment management, paraplanning, data input, and administrative assistance. Our goal is to enable you to spend more time doing what you are best at: making recommendations and building client relationships.
Advising and managing client relationships:
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
Remain up to date on industry developments, service and product enhancements, regulatory issues, etc.
Business development for acquiring new clients:
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
#J-18808-Ljbffr