Lead Financial Advisor

TVFP is a fast-growing,
fiduciary family office-style RIA in Meridian, Idaho. Our financial advisors work alongside our CPA, insurance, and estate planning partners as an ensemble practice, helping retirees and Micron/tech executives Compound Their Impact instead of just managing a portfolio.

We're a team of 12 and growing —
25% YTD AUM growth
. See who you'd be working alongside at .

• Integrity — Do the right thing, even when no one's watching.
• Professionalism — Show up prepared, excellent, and reliable.
• Co-Elevate — Lift each other up; win as a team.
• Humble & Hungry — Stay grounded, stay driven, never settle.
• Positive Mindset — Focus on solutions, not problems. Only winning and learning.

We're growing quickly and need a Lead Advisor who can grow with us. New client relationships come from our internal marketing engine, so you're not expected to source your own clients
. You focus on advising, not prospecting. There's a defined track to Senior Advisor and beyond as you take on greater ownership of the firm's most important client relationships. This is an in-office position based in Meridian, Idaho.

• Learn the TVFP way by co-serving client relationships alongside fellow advisors as we transition clients to you.
• Lead relationships with top-tier clients, including corporate executives with equity compensation and concentrated stock positions.
• Quarterback each client's family office team — coordinating with their CPA, insurance, and estate planning partners under one plan.
• Deliver expert guidance on complex financial and investment planning matters.
• Work with our internal investment management team to match clients with the right portfolio models, and proactively surface concerns, problems, and opportunities.
• Ensure every client interaction meets legal, regulatory, and compliance standards.

• CFP required, with 5+ years of advisory experience working with high-net-worth clients, ideally including corporate executives.
• Tax and estate planning experience. Comfortable advising on tax-efficient and estate strategies as part of a coordinated plan, not just investments.
• A track record of complex financial planning and case development.
• Team player. You pull in the same direction as the rest of the firm.
• Adaptable and efficient. You keep pace as the firm grows and take initiative without needing detailed direction. We have seasons that demand a strong push, balanced by an unlimited time off policy.
• Sharp communication skills — verbal, written, empathetic, and attentive — plus the discretion a high-trust role demands.

• Competitive salary plus quarterly bonus, based on company revenue. ($130,000 – $170,000 annual compensation
  )
• Defined career track to Senior Advisor and beyond, with additional earning potential through client referrals.
• 401(k) with 3% company contribution and profit sharing/pension plan (after one year).
• Health, disability, and life insurance.
• Unlimited time off.
• Paid industry association dues, conference attendance, and continuing education.
• A small, fast-moving team that feels like a team, not a corporation.