Tax-Smart Financial Advisor for Growth & Planning

Cornerstonefinancialadvisors; Idaho Falls (ID); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with safe harbor match

Dental and vision insurance

Flexible spending account

Paid time off

Paid holidays

Kitchen stocked with snacks & drinks

Job summary

A leading financial advisory firm in Idaho Falls is seeking a Financial Advisor to manage and grow client relationships while providing comprehensive financial planning services. The ideal candidate will have a Bachelor’s degree, at least 3 years of financial planning experience, and relevant licensing like FINRA Series 7 and 66. The role offers a collaborative team environment, competitive pay based on education and experience, and various benefits including 401(k) and paid time off.

Qualifications

• Minimum of 3 years of experience in financial planning.
• FINRA Series 7 and 66 required.
• Insurance licenses required; CFP® designation preferred.

Responsibilities

• Develop and deliver comprehensive financial plans.
• Provide expertise in investment management and tax planning.
• Educate clients for informed financial decision-making.

Skills

Strong written and verbal communication skills

Proficiency in MS Office

Experience with financial planning tools

Education

Bachelor’s degree in finance, accounting or business

Tools

Redtail

Riskalyze

MoneyGuidePro

Job description

A leading financial advisory firm in Idaho Falls is seeking a Financial Advisor to manage and grow client relationships while providing comprehensive financial planning services. The ideal candidate will have a Bachelor’s degree, at least 3 years of financial planning experience, and relevant licensing like FINRA Series 7 and 66. The role offers a collaborative team environment, competitive pay based on education and experience, and various benefits including 401(k) and paid time off.