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Senior Investment Advisor & Wealth Planning Expert
Job in
Idaho Falls, Bonneville County, Idaho, 83401, USA
Listed on 2026-07-08
Listing for:
Osaic
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Osaic in Idaho Falls is looking for a Financial Advisor to deliver strategic investment consulting and comprehensive financial planning to clients.
This role requires a Bachelor's degree, FINRA Series 7, and prior experience as an investment advisor. The candidate will manage a book of business of at least $25 million, ensuring compliance with financial regulations and delivering exceptional service.
Osaic offers competitive pay, generous paid time off, and a supportive workplace culture.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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