About this opportunity
Talent Search PRO lists this Associate Financial Planner opportunity in caldwell, Idaho. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Associate Financial Planner | Caldwell, Idaho | $70,000-$75,000/Year + Estimated Commission
Your work will help turn financial plans into action. You'll prepare for client meetings, maintain accurate financial data, support investment and planning analysis, handle account servicing, and make sure client requests and follow-up items move to completion. As your experience and licensing grow, you'll take on more responsibility in client review meetings and financial planning.
Why You'll Want to Be Here
This role gives you exposure to the full client experience, from financial planning and investment research to account operations and direct client communication. You'll work alongside experienced financial professionals and gradually expand your responsibilities as your licensing, knowledge, and confidence grow.
What You'll Do
Prepare client meeting agendas, reports, planning materials, and portfolio reviews
Follow up on client action items and maintain accurate CRM records
Support financial planning strategies and investment research
Maintain client information in financial planning software
Process and track new accounts, transfers, transactions, and account maintenance
Assist with trading and rebalancing client investment accounts
Communicate with clients by phone, email, and in person
Coordinate with CPAs, estate planning attorneys, and other external professionals
Manage the team inbox and keep clients informed of request status
Participate in client review meetings and eventually help lead them
Identify ways to improve workflows, systems, and the client experience
Support front-office needs such as greeting clients, answering phones, and processing checks
What You Need Strong organization and attention to detail
Strong analytical and financial skills
Excellent written and verbal communication
Strong problem-solving and interpersonal skills
Ability to work independently while keeping the Lead Financial Planner informed
Ability to manage multiple tasks and follow through on deadlines
A collaborative, hands-on approach to getting the work done
Strong persuasive skills
FINRA registration, including Series 7 and 66, or recognized equivalents, or the ability to obtain the required registrations within 12 months
Preferred 1-2 years of financial services industry experience
Bachelor's degree
Worksite address
caldwell, ID, 83607, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.