Mainsail Financial Group, an established Bellevue, WA-based RIA, seeks an associate advisor to deliver high-level client service to existing clients. You will support lead advisors with planning, tax, distribution, and estate considerations, while expanding the client base through our marketing-driven system.
The role emphasizes a planning-first approach for pre-retirees and retirees, with heavy focus on building relationships and presenting tailored financial plans.
#J-18808-LjbffrGrowth-Driven Financial Planning Associate in bellevue at Unknown Company
This position is listed as full time and onsite.