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Financial Planning Associate & Client Concierge; Hybrid
Job in
Eagle, Ada County, Idaho, 83616, USA
Listed on 2026-02-08
Listing for:
OnePoint BFG Wealth Partners
Full Time
position Listed on 2026-02-08
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A boutique wealth management firm is seeking a Planning Associate to support financial advisors while managing front-desk tasks. This role involves preparing financial plans, interacting with clients, and maintaining office operations. Ideal candidates will have a bachelor's degree and experience in financial services. Strong communication skills and a client-first mindset are essential. The position offers a collaborative and professional environment, perfect for someone eager to grow in the financial planning profession.
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Position Requirements
10+ Years
work experience
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