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Wealth Advisor - Personal Finance & Planning
Job in
Meridian, Ada County, Idaho, 83680, USA
Listed on 2026-03-15
Listing for:
Mountain America Credit Union
Full Time
position Listed on 2026-03-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Idaho is seeking a Wealth Advisor I to join their wealth management team. The ideal candidate will provide personalized financial guidance to members, helping them define and achieve their financial goals. Responsibilities include developing financial plans, maintaining client relationships, and identifying growth opportunities within the wealth management program. Candidates should have a Bachelor's degree and relevant experience, along with required licenses.
This role offers a dynamic work environment and the opportunity to support multiple branches.
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