Junior Advisor​/Paraplanner

We are a growing independent wealth management firm expanding into the Boise/Eagle area. Our firm focuses on long-term client relationships, thoughtful financial planning, and a high-touch service experience for families and retirees.

We are looking for a Junior Advisor / Paraplanner who is detail-oriented, personable, and eager to grow within the financial advisory industry. This role is ideal for someone who enjoys both analytical work and client interaction and wants a long-term career path within an independent advisory firm.

• Assist advisors with financial planning preparation and client meeting follow-up
• Prepare retirement projections, cash flow analysis, and planning recommendations
• Support investment account administration and portfolio implementation
• Help manage client service requests and operational workflows
• Maintain accurate CRM and planning software records
• Coordinate paperwork for account openings, transfers, distributions, and RMDs
• Participate in client meetings and gradually take on more client-facing responsibilities
• Work closely with firm leadership to improve systems, processes, and client experience

• Interest in financial planning and wealth management
• CFP track and/or Series 65
• Strong organizational and communication skills
• High attention to detail and follow-through
• Comfortable learning financial planning and portfolio management software
• Professional, dependable, and team-oriented
• Ability to build trust and communicate well with clients

• Positive attitude and low-ego team mentality
• Strong work ethic and ownership mentality
• Calm under pressure and highly reliable
• Desire for long‑term growth within the firm
• Comfortable working in a relationship-focused, client‑first environment

• Long‑term career growth opportunity within an independent RIA
• Mentorship and hands‑on experience working directly with advisors
• Competitive compensation based on experience
• Opportunity for licensing support and professional development
• Meaningful work helping clients make important financial decisions

Please submit your resume along with a brief note about your background and interest in the role.