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Wealth Advisor — Strategic Planning & Client
Job in
Idaho Falls, Bonneville County, Idaho, 83401, USA
Listed on 2026-09-09
Listing for:
ICCU
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
A financial institution in Idaho Falls is seeking an experienced financial advisor to provide investment consulting and financial planning to its members. This role involves managing a significant client portfolio, ensuring compliance with regulations, and delivering exceptional member service. The ideal candidate will have a bachelor's degree and several years of experience in financial advisory. The position offers competitive pay and a comprehensive benefits package.
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