Wealth Advisor — Strategic Planning & Client Growth

ICCU; Idaho Falls (ID); On-site; Full time

Benefits offered by this job

Competitive Pay

Generous Paid Time Off

Paid Holidays

Matching 401K AND Pension

Tuition Reimbursement

Employee Assistance Program

Employee Wellness Program

Paid Group Life and Disability Insurance

Awesome Culture

Job summary

A financial institution in Idaho Falls is seeking an experienced financial advisor to provide investment consulting and financial planning to its members. This role involves managing a significant client portfolio, ensuring compliance with regulations, and delivering exceptional member service. The ideal candidate will have a bachelor's degree and several years of experience in financial advisory. The position offers competitive pay and a comprehensive benefits package.

Qualifications

• 3-6 years of experience as a financial or investment advisor.
• FINRA Series 7 and additional securities licensing required.
• Must comply with FINRA and SEC guidelines.

Responsibilities

• Provide personalized investment consulting to members.
• Manage a book of business of at least $25 million.
• Conduct periodic reviews of clients' financial plans.

Skills

Investment consulting

Financial planning

Client relationship management

Market research

Entrepreneurial spirit

Education

Bachelor's degree in relevant field

Tools

Microsoft Office

Financial planning software

Job description

A financial institution in Idaho Falls is seeking an experienced financial advisor to provide investment consulting and financial planning to its members. This role involves managing a significant client portfolio, ensuring compliance with regulations, and delivering exceptional member service. The ideal candidate will have a bachelor's degree and several years of experience in financial advisory. The position offers competitive pay and a comprehensive benefits package.