Financial Advisor
Our established, rapidly growing, and fee-only RIA firm often seeks new financial advisory team members to nurture prospective clients generated by the firm and provide unsurpassed service to existing clients of Mainsail Financial Group. While we are not hiring at the moment, below you can find a general description of the type of candidate we would love to hear from. We encourage you to share your email address with us above to be notified of our quarterly networking opportunities for advisors and new job openings.
Mainsail Financial Group offers a place to flourish, push yourself, grow, and make an impact. 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
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.
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.
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.