Lead Financial Advisor Executives & HNW Clients
Listed on 2026-10-16
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
TVFP, a fiduciary, family office–style RIA in Meridian, Idaho, seeks a Lead Advisor to manage senior client relationships and deliver comprehensive financial planning. You will work alongside accountants, insurance and estate-planning partners, focusing on advice rather than prospecting, with a defined path to Senior Advisor.
The role is in-office in Meridian and requires 5+ years of CFP advisory experience with high-net-worth clients, tax and estate planning expertise, and strong collaborative
For the Lead Financial Advisor for Executives & HNW Clients position at CFP Board of Standards Inc., we are reviewing applications now.
Learn more about the Lead Financial Advisor for Executives & HNW Clients role in the description above.
We appreciate your interest in this position.
Join CFP Board of Standards Inc. and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).