Lead Financial Advisor

CFP Board of Standards Inc.; Meridian, Northern (ID, KY); Hybrid; USD 130,000 - 170,000; Full time

Benefits offered by this job

Bonus program

Career track

401k match

Insurance package

Unlimited PTO

Dues & CE

Small team culture

Job summary

TVFP, a fiduciary, family office–style RIA in Meridian, Idaho, seeks a Lead Advisor to manage senior client relationships and deliver comprehensive financial planning. You will work alongside accountants, insurance and estate-planning partners, focusing on advice rather than prospecting, with a defined path to Senior Advisor.

The role is in-office in Meridian and requires 5+ years of CFP advisory experience with high-net-worth clients, tax and estate planning expertise, and strong collaborative

Qualifications

• CFP required with 5+ years advisory experience with high-net-worth clients.
• Experience in tax planning and estate strategies as part of a coordinated plan.
• Track record of complex financial planning and case development.
• Team player who pulls in the same direction as the firm.
• Strong verbal and written communication with discretion for a high-trust role.

Responsibilities

• Learn the TVFP way by co-serving client relationships as we transition clients to you.
• Lead relationships with top-tier clients, including corporate executives with equity compensation.
• Coordinate with the client’s CPA, insurance, and estate planning partners under one plan.
• Deliver expert guidance on complex financial and investment planning matters.
• Work with the internal investment team to match clients with portfolio models and surface issues.
• Ensure every interaction meets legal, regulatory, and compliance standards.

Skills

CFP

Advisory experience with high-net-use-

Tax & estate planning

Complex financial planning

Team player

Strong communication

Education

CFP certification

Job description

WHO WE ARE

TVFP is a fast-growing, fiduciary family office-style RIA in Meridian, Idaho. Our financial advisors work alongside our CPA, insurance, and estate planning partners as an ensemble practice, helping retirees and Micron/tech executives Compound Their Impact instead of just managing a portfolio.

We're a team of 12 and growing — 25% YTD AUM growth. See who you'd be working alongside at treasurevalleyplanning.com.

OUR CORE VALUES

• Integrity — Do the right thing, even when no one's watching.
• Professionalism — Show up prepared, excellent, and reliable.
• Co-Elevate — Lift each other up; win as a team.
• Humble & Hungry — Stay grounded, stay driven, never settle.
• Positive Mindset — Focus on solutions, not problems. Only winning and learning.

THE OPPORTUNITY

We're growing quickly and need a Lead Advisor who can grow with us. New client relationships come from our internal marketing engine, so you're not expected to source your own clients. You focus on advising, not prospecting. There's a defined track to Senior Advisor and beyond as you take on greater ownership of the firm's most important client relationships. This is an in-office position based in Meridian, Idaho.

WHAT YOU'LL DO

• Learn the TVFP way by co-serving client relationships alongside fellow advisors as we transition clients to you.
• Lead relationships with top-tier clients, including corporate executives with equity compensation and concentrated stock positions.
• Quarterback each client's family office team — coordinating with their CPA, insurance, and estate planning partners under one plan.
• Deliver expert guidance on complex financial and investment planning matters.
• Work with our internal investment management team to match clients with the right portfolio models, and proactively surface concerns, problems, and opportunities.
• Ensure every client interaction meets legal, regulatory, and compliance standards.

WHAT YOU BRING

• CFP required, with 5+ years of advisory experience working with high-net-worth clients, ideally including corporate executives.
• Tax and estate planning experience. Comfortable advising on tax-efficient and estate strategies as part of a coordinated plan, not just investments.
• A track record of complex financial planning and case development.
• Team player. You pull in the same direction as the rest of the firm.
• Adaptable and efficient. You keep pace as the firm grows and take initiative without needing detailed direction. We have seasons that demand a strong push, balanced by an unlimited time off policy.
• Sharp communication skills — verbal, written, empathetic, and attentive — plus the discretion a high-trust role demands.

BENEFITS

• Competitive salary plus quarterly bonus, based on company revenue. ($130,000 – $170,000 annual compensation)
• Defined career track to Senior Advisor and beyond, with additional earning potential through client referrals.
• 401(k) with 3% company contribution and profit sharing/pension plan (after one year).
• Health, disability, and life insurance.
• Unlimited time off.
• Paid industry association dues, conference attendance, and continuing education.
• A small, fast-moving team that feels like a team, not a corporation.