Lead Advisor
About Our Client
Our client, founded in 2006, is a fee-only SEC-registered RIA located in Boise, Idaho, that serves approximately 250 households with $700MM in assets.
They offer clients a wealth management experience focused on achieving their financial goals and living meaningful lives.
In tandem with providing a first-rate wealth management experience, they are trusted thought partners in non-financial areas for their clients.
As a fiduciary, they are legally obligated to provide investment portfolio management and financial planning that is in the client’s best interest. They’re obsessive about optimizing after-tax returns for their clients. With CPAs on staff, their clients rely on them for in-depth tax planning and analysis.
They are deeply intentional about their internal culture and core values, which include being service-oriented, committed to excellence, heartfelt, relatable, and genuine.
They offer competitive compensation and benefits, including salary and bonus, 401(k) matching, health insurance, and paid time off (PTO). For the successful candidate, they would offer a relocation allowance to offset moving expenses.
They are an Equal Opportunity Employer, supporting diversity in the workplace and embracing diversity in the clients they serve.
Role Summary
Our client is seeking a Senior (Lead) Financial Advisor. As a Senior Financial Advisor, you will primarily manage and nurture deep relationships with their existing clients and cultivate new client relationships through referrals and networking.
Core Responsibilities
- Thoughtfully deliver on all aspects of personalized wealth management to their client base, including retirement planning, tax-efficient distribution planning, investment strategies, social security claiming strategies, employer stock and option planning, deferred compensation planning, pension analysis, estate planning, insurance review and analysis, tax loss harvesting, etc.
- Help proactively uncover ways to deliver significant value to clients and new ways to provide a delightful experience.
- Work with other team members to evaluate and help drive new firm-wide strategic initiatives.
- Provide guidance and mentorship to junior advisors and support staff.
- Promote a culture of compliance by following and enforcing firm policies and procedures and all applicable compliance rules and regulations.
- Actively participate in your community.
Interpersonal Qualifications
- Strong alignment with their firm’s vision and values.
- Positive energy and professional, upbeat attitude.
- Excellent communication, interpersonal, and relationship-building skills.
- High level of organization, accuracy, and attention to detail.
- Ability to work independently and manage multiple clients.
- Ability to communicate complex financial topics in a simple and understandable manner.
- Embraces personal development and feedback; not just coachable but has a desire for coaching.
Experience/Technical Qualifications
- Bachelor’s degree and a CFP® designation or willingness to obtain one.
- FINRA Series 65/66 (or equivalent) or willingness to obtain a license in the first 90 days.
- Minimum of 5-7 years of professional experience in a related field, with a proven track record of success.
- Highly analytical and proficient in Microsoft Excel.