Associate Financial Advisor II - Client Planning
Job in
Idaho City, Boise County, Idaho, 83631, USA
Listed on 2026-02-20
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst -
Business
Financial Advisor, Financial Analyst
Job Description & How to Apply Below
Location: Idaho City
A financial advisory firm is seeking an Associate Advisor Level 2 to support comprehensive financial planning and investment management services. This role requires an analytical mindset, proficiency in Microsoft Office and CRM, and a Bachelor’s degree. Ideal candidates will have 2+ years of industry experience and a commitment to further certifications like CFP or CFA. Strong communication and teamwork skills are essential.
Salary range is $70,000 - $90,000 DOE, with opportunities for professional growth.
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Position Requirements
10+ Years
work experience
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