Lead Financial Advisor — Holistic Family Planning

Strategic Wealth Concepts; Idaho Falls (ID); On-site; USD 65,000 - 95,000; Full time

Job summary

Strategic Wealth Concepts is seeking an experienced financial professional to become Lead Advisor for a group of established client families, guiding them through every aspect of their financial lives, including tax planning, insurance analysis, cash flow, and education planning. You will lead client meetings, develop planning recommendations, oversee implementation, and nurture long‑term relationships.

The role emphasizes collaboration, independence, and a path to senior leadership within the

Qualifications

• Has meaningful experience working directly with clients.
• Approximately 3–5 years of financial services experience preferred.
• Understands investments and financial planning.
• CFP certification preferred but not required for the right candidate; willing to invest in someone with experience, character, and desire to become an outstanding financial planner.

Responsibilities

• Lead client meetings and develop planning recommendations.
• Oversee implementation and guide client relationships long term.
• Grow into a Lead Advisor role serving established client families.
• Step into existing client relationships rather than building a book from scratch.

Skills

Client-facing

Financial planning

Communication

Team player

Ownership & accountability

Long-term relationships

Education

Series 65 licensing

Life & Health Insurance license preferred

CFP certification preferred

Job description

Strategic Wealth Concepts is seeking an experienced financial professional to become Lead Advisor for a group of established client families, guiding them through every aspect of their financial lives, including tax planning, insurance analysis, cash flow, and education planning. You will lead client meetings, develop planning recommendations, oversee implementation, and nurture long‑term relationships.

The role emphasizes collaboration, independence, and a path to senior leadership within the