Jobs · Sales · California

Financial Advisor

Mainsail Financial Group · Los Angeles, California, United States · Today
SalesFull-time

Mainsail Financial Group is a fee-only RIA firm seeking financial advisory team members to nurture prospective clients generated by the firm and provide unsurpassed service to existing clients. While we are not hiring at the moment, we encourage you to share your email address to be notified of quarterly networking opportunities for advisors and new job openings.

About the Firm

Mainsail Financial Group offers a place to flourish, push yourself, grow, and make an impact. 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 established in 2019. As of 2024, we have grown over 10 times with a similar trajectory ahead. We invest heavily in our team and provide a unique opportunity.

What We Look For

We strive every day to foster a firm of excellence and are looking for team members who possess the following qualities:

  • An 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

Our Ideal Candidate

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 can hit the ground running to service our existing clients and take on new client opportunities.

Contact

While we are not actively hiring for other roles at this time, we would love to keep in touch should you be interested in working for Mainsail Financial Group. Please share your interest with us by sending us an email with your resume or CV.

Mainsail Financial Group
info@mainsailfg.com
11245 SE 6th Street Suite 140
Bellevue, WA 98004
(425) 502-7693
975 Oak Street Suite 785
Eugene, OR 97401
(541) 485-3154

Similar jobs

Financial Advisor

Northwestern MutualGreenwood Village, CO· 2 mo ago
Sales$61k–$119k/yrapply on careers-northwesternmutual.icims.com

Financial Advisor

First Command Financial Services, Inc.Manassas, VA· 2 mo ago
Financeapply on firstcommand.silkroad.com

Financial Advisor

First Command Financial Services, Inc.Columbus, GA· 2 mo ago
Financeapply on firstcommand.silkroad.com

Financial Advisor

First Command Financial Services, Inc.Clarksville, TN· 2 mo ago
Financeapply on firstcommand.silkroad.com