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Financial Consultant Financial Advisor

Wealth Advisor – HNW Planning & Investments

Job in Boise, Ada County, Idaho, 83708, USA
Listing for: BankTalent HQ
Full Time position
Listed on 2025-12-17
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Boise,  seeking a dedicated Wealth Advisor to develop rich relationships in wealth management. The role involves creating tailored investment strategies, financial planning, and collaborating with banking professionals to ensure exceptional client experiences. Candidates must hold a Bachelor's degree, have at least 4 years of relevant experience, and ideally possess a CFP certification. This position aims to deliver comprehensive financial services to affluent clients while exceeding sales targets.
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