Financial Advisor

Five Pine Wealth Management; Coeur d'Alene (ID); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Full medical insurance

401(k) with company match

Profit sharing potential

Firm-provided leads

Job summary

Five Pine Wealth Management is seeking an experienced Financial Advisor to manage and grow a client book in a full-time, on-site role in Coeur d’Alene, Idaho. You will deliver holistic financial planning, conduct in-person and virtual meetings, and provide tailored investment recommendations while building lasting relationships.

The role emphasizes client service over marketing, with firm-provided leads and a compensation structure including base salary and profit sharing tied to assets under

Qualifications

• 5+ years of experience as a financial advisor in a client-facing planning role.
• Strong ability to manage a book of business and build lasting client relationships.
• Experience delivering holistic financial planning and client service.
• CFP® or ChFC® designation preferred.
• Series 65 (or ability to obtain) in a fee-only fiduciary RIA environment.
• Excellent communication and organizational skills.
• Self-motivated and able to work independently within a team.

Responsibilities

• Manage and service your own book of clients with relationship management and ongoing planning.
• Conduct discovery, planning and review meetings with clients in person or virtually.
• Develop comprehensive financial plans covering investments, retirement, tax, estate, cash flow and insurance.
• Provide portfolio management and investment recommendations aligned with client goals and risk tolerance.
• Prepare for and lead client meetings, with follow-up and documentation.
• Collaborate with the team on complex cases while maintaining primary responsibility for your clients.

Skills

Relationship management

Holistic financial planning

Communication

Self-motivated and independent

Education

CFP or ChFC designation

Series 65 eligibility or ability to obtain

Job description

We are hiring an experienced Financial Advisor to manage and grow a book of clients. This is a full-time, client-facing position focused on delivering holistic financial planning. This is not a remote work position.

You will not be responsible for self-generated marketing or prospecting.

The firm will provide leads and expects to deliver approximately $10–15 million in new assets under management per year. Your focus will be on excellent client service, running productive meetings, building relationships, and retaining and growing the book you manage.

Key Responsibilities

• Manage and service your own book of clients, including relationship management and ongoing planning.
• Conduct discovery, planning, and review meetings with clients (in person and virtually).
• Develop and present comprehensive financial plans covering investments, retirement, tax, estate, cash flow, insurance, and related areas.
• Provide portfolio management and investment recommendations consistent with each client’s goals and risk tolerance.
• Prepare for and lead client meetings, including follow-up and documentation.
• Collaborate with the team on complex cases while maintaining primary responsibility for your clients.

Qualifications

• Approximately 5 years of experience as a financial advisor in a client-facing planning role.
• Strong ability to manage a book of business, run effective client meetings, and build lasting relationships.
• Demonstrated experience with holistic financial planning.
• CFP® or Chartered Financial Consultant (ChFC®) designation preferred.
• Series 65 (or ability to obtain) and comfort working in a fee-only fiduciary RIA environment.
• Excellent communication and organizational skills.
• Self-motivated and able to work independently within a supportive team.

Compensation & Benefits

• Base salary: $80,000–$100,000 depending on experience (exact offer based on background).
• Profit sharing / revenue share (on the advisory revenue generated by the assets you manage):
• 10% of revenue until your managed book reaches $20 million in assets.
• 20% of revenue once your managed book reaches $20 million and above.
• Full medical insurance.
• 401(k) with company match
• Additional profit-sharing potential as the firm grows.

Because the firm supplies the leads and expected annual asset flow, a meaningful portion of compensation is performance-based and tied directly to the book you manage and retain.

Why Join Us

• Full-time role at an independent, fee-only fiduciary firm with a clear client-first culture.
• No requirement to prospect or self-market — firm-provided leads and expected $10–15 million in annual new assets.
• Opportunity to own and grow a book of business with transparent, scalable profit sharing.
• Focus on meaningful, relationship-driven holistic planning.
• Based in Coeur d’Alene, Idaho.