Lead Financial Advisor

The Well; Meridian (ID); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

401(k) with company contribution

Health, disability, and life insurance

Generous paid time off

Continuing education and association D

Relocation assistance

Job summary

The Well in Boise, Idaho, is seeking an experienced Lead Financial Advisor to join a fiduciary, team-based RIA. You will deliver comprehensive planning for retirees and high-net-worth clients, coordinating tax, estate, and investment strategies within a collaborative office.

This on-site, full-time role offers growth, relocation support, and a defined career track, with a total compensation range of $130k–$180k plus a bonus.

Qualifications

• CFP designation required.
• Series 65 license (or ability to obtain prior to start).
• 5-8 years of lead advisory experience with high-net-worth individuals or retirees.
• Strong verbal communication and interpersonal skills.
• Willing to relocate to the Boise, Idaho area.

Responsibilities

• Sit second chair alongside senior advisors to learn firm systems, processes, and client relationships before transitioning to lead.
• Gradually assume direct leadership of client relationships, targeting a book of up to 100 clients.
• Deliver comprehensive financial planning for retirees and high-net-worth clients, including retirement income, Social Security optimization, tax planning, and estate coordination.
• Quarterback each client's coordinated advisory team, collaborating with tax, insurance, and estate planning professionals.
• Work with the internal investment management team to align clients with appropriate portfolio models and proactively surface opportunities or concerns.
• Onboard approximately 20-25 new clients per year as your book grows.
• Opportunistically seek referrals and identify organic growth opportunities within existing client relationships.
• Ensure all client interactions meet applicable legal, regulatory, and compliance standards.
• Represent the firm at client events and contribute to a collaborative, team-first office culture.
• Participate in ongoing professional development and continuing education.

Skills

CFP designation

Series 65 license

Lead advisory experience

High-net-worth clients

Job description

Lead Financial Advisor, CFP | Team-Focused, Servant-Hearted | Relocation Available | $100,000 - $125,000 + bonus

On behalf of our client - a fast-growing, fiduciary RIA in the Boise, Idaho metro area - The Well is seeking an experienced Lead Financial Advisor to join a thriving team-based advisory practice. This firm serves retirees and high-net-worth clients through a coordinated, team-based model that integrates financial planning, tax strategy, estate planning, and investment management.

This is not a business development role. The firm's leadership drives all marketing and client acquisition, so you can focus entirely on what you do best: delivering exceptional financial planning and building lasting client relationships. Over time, you will take on a defined book of client relationships and have a clear, defined path to grow within the firm.

This is a full-time, on-site position in the Boise, Idaho metro area.

Core Responsibilities

• Sit second chair alongside senior advisors to learn firm systems, processes, and client relationships before transitioning to lead
• Gradually assume direct leadership of client relationships, targeting a book of up to 100 clients
• Deliver comprehensive financial planning for retirees and high-net-worth clients, including retirement income, Social Security optimization, tax planning, and estate coordination
• Quarterback each client's coordinated advisory team, collaborating with tax, insurance, and estate planning professionals
• Work with the internal investment management team to align clients with appropriate portfolio models and proactively surface opportunities or concerns
• Onboard approximately 20-25 new clients per year as your book grows
• Opportunistically seek referrals and identify organic growth opportunities within existing client relationships
• Ensure all client interactions meet applicable legal, regulatory, and compliance standards
• Represent the firm at client events and contribute to a collaborative, team-first office culture
• Participate in ongoing professional development and continuing education

Candidate Profile

Must-Haves

• CFP designation required
• Series 65 license (or ability to obtain prior to start)
• 5-8 years of sustained, client-facing experience in a lead advisory role working with high-net-worth individuals or retirees
• Demonstrated expertise in comprehensive financial planning, including retirement income, tax strategy, and estate planning coordination
• Strong verbal communication and interpersonal skills - you connect naturally with clients and colleagues
• Comfortable asking for referrals, reviews, and organic growth opportunities within existing client relationships
• Stable employment history with a track record of staying with firms long-term
• Genuine enthusiasm for living and working in the Boise, Idaho area (relocation candidates welcome)
• Alignment with a service-first, team-based advisory culture

Nice-to-Haves

• RICP or other retirement planning designation
• Life and Health insurance license (required upon hire if not already held)
• Experience working with corporate executives, equity compensation, or concentrated stock positions
• Background in a team-based RIA model
• Familiarity with structured advisory practice frameworks

Compensation And Benefits

• Total compensation range: $130,000 - $180,000 annually, depending on experience level (base salary plus revenue-based bonus)
• Annual CFP credential bonus included on top of base salary
• 401(k) with company contribution and profit sharing
• Health, disability, and life insurance
• Generous, flexible paid time off
• Paid industry association dues, conference attendance, and continuing education
• Defined career track with clear milestones and earning potential at each level
• Relocation assistance available for out-of-area candidates

Work Environment and Culture

This firm operates as a true team practice - collaborative, family-oriented, and built on a foundation of mutual support. The team is close-knit, with a culture that prioritizes work-life balance, personal well-being, and genuine care for one another. Flexible time off reflects a leadership philosophy of trusting the right people and supporting them when life happens.

The office is in-person and energetic, with a team that genuinely enjoys working together. Client events, team gatherings, and a shared commitment to doing right by clients and each other define the day-to-day experience. The firm is growing quickly, and the opportunity to grow alongside it is real and well-defined.