Position Overview
Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual’s strength and expertise are made stronger by the bonds of shared values. Throughout the office, respect is evident and care is taken to ensure that all voices are heard.
As we evolve, we are seeking an experienced Paraplanner who shares our vision and values. The ideal candidate has a strong work ethic, is a team player, and enjoys serving both our clients and the community.
If this resonates with you, we invite you to apply today!
**Responsibilities**
+ Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis.
+ Evaluates overall individual and employer-based retirement needs, researches various options, and recommends plans
+ Researches and provides recommendations related to risk...