Lead Financial Advisor for Executives & HNW Clients

CFP Board of Standards Inc.; Meridian (ID); 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

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