Associate Financial Planner

Job Description

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.