- Participate in the full cycle of client relationships, from onboarding and initial strategy discussions to implementation and regular review meetings with clients
- Assess each client's financial circumstances, values, and investment objectives; develop personalized Investment Policy Statements
- Build and deliver financial plans that include analysis and recommendations that align with each client's goals; address issues including cash flow, retirement, estate planning, tax, and redistribution strategies
- Embrace the firm's sustainability-focused investment strategy, which integrates environmental and social impacts across asset classes and is built around the firm's proprietary public equity strategy
- Monitor client portfolios to ensure they adhere to the outlined plan
- Help integrate and administer impact-focused private placements that match each client's impact goals, liquidity needs, and risk/return parameters
- Manage ongoing client communications and education, answer client questions, and provide regular portfolio reporting on investment performance and social impact
- Assist with the firm's external communications; help craft content and participate in speaking engagements, presentations, and client events
- Continue to develop personal and professional skills, knowledge, and understanding of investment philosophies, impact strategies, and planning practices
- Uphold all compliance and risk procedures, follow corporate and industry protocols, and protect the interest of the client and the firm at all times
- 3+ years' experience in financial advising and planning, wealth management, and/or investment management; experience with sustainable, responsible, and impact investing strongly preferred
- Bachelor's degree required; MBA, CFA, and/or advanced degree in finance a plus
- CFP strongly preferred; may consider individuals that are somewhere on their CFP journey
- Series 65 (may be obtained within 6 months as a condition of employment)
- Experience developing, positioning, and presenting comprehensive financial plans and investment strategies to clients and business partners
- Proficiency with financial planning and investment industry software, especially portfolio reporting and rebalancing (we use Black Diamond), and MoneyGuide or eMoney planning programs; strong ability to learn and apply new software systems quickly
- Familiarity with additional financial industry software and systems, including custodial platforms (Schwab), project management software (Asana), and CRM software (Redtail, Salesforce)
- Strong written and oral communication skills
- A commitment to excellence; detail-oriented and client-focused
- Ability to work as part of a team in a fun, hardworking, and progressive firm
- Passion for creating impact around environmental sustainability and social justice
- A commitment to ongoing professional development
-
Innovatis Group Boise, United States FreelanceHow to Apply: · If you are a dynamic leader with a passion for promoting excellence in the electrical contracting industry, we encourage you to apply for the Executive Director position at IEC. Please submit your resume and a cover letter outlining your qualifications and intere ...
-
Retail Key Holder Part-Time
1 week ago
Idaho State Job Bank Boise, United States Part timeRetail Key Holder Part-Time at Office Depot in Boise, Idaho, United States Job Description Overview At Office Depot Inc., the Service Advisor - Key Carrier (KC) is a part-time role providing 'total solutions' to our customers encompassing Products, Technology, Services, Furniture ...
-
HR Advisor
1 week ago
Idaho State Job Bank Boise, United StatesHR Advisor at R1 RCM in Boise, Idaho, United States Job Description As our R1 HR Advisor may be the first point of contact for associates and R1 People Leaders who need assistance on understanding and applying policies and processes across all areas of HR. The HR Advisors' primar ...
-
Client Service Associate- Boise/Eagle, ID
6 days ago
Idaho State Job Bank Boise, United StatesClient Service Associate- Boise/Eagle, ID at Raymond James Financial, Inc. in Boise, Idaho, United States Job Description Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond ...
-
Block Advisors Tax Advisor
1 week ago
Idaho State Job Bank Boise, United StatesBlock Advisors Tax Advisor at H & R Block in Boise, Idaho, United States Job Description 498891BR Title: Block Advisors Tax Advisor Our Company : At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our ...
-
Senior Care Advisor
5 days ago
Idaho State Job Bank Boise, United States Part timeSenior Care Advisor (Part Time) at WelbeHealth in Boise, Idaho, United States Job Description The WelbeHealth PACE program helps seniors stay in their homes and communities by providing comprehensive medical care and community-based services. It's our mission to serve the most vu ...
-
Block Advisors Tax Advisor
1 week ago
H&R Block Boise, United States**498891BR** · **Title:** · Block Advisors Tax Advisor · **Our Company** · **:** · At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also b ...
-
Talent Attraction Advisor
1 week ago
Idaho State Job Bank Boise, United StatesTalent Attraction Advisor - Remote at Advantage Solutions in Boise, Idaho, United States Job Description Summary Talent Acquisition Advisor Talent Acquisition Advisor will provide the innovative thinking and consultation skills needed to source and hire sought-after talent. The i ...
-
Block Advisors Receptionist
1 week ago
H&R Block Boise, United States509881BR · Title: · Block Advisors Receptionist · Our Company: · At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected ...
-
Idaho State Job Bank Boise, United StatesChannel Development Manager, Financial Services at Ensono in Boise, Idaho, United States Job Description Channel Development Manager, Financial ServicesRemote - United StatesJR010004 At Ensono, our Purpose is to be a relentless ally, disrupting the status quo and unleashing our c ...
-
Academic Advisor, Senior
18 hours ago
Boise State University Boise, United StatesAcademic Advisor, Senior · Job no: 498353 · Work type: Non-Classified/Professional · Location: Boise, ID · Categories: Academic Programs, Honors College, Senior-Level · About Us: · Boise State University is located along the banks of the Boise River and a short stroll from the ...
-
Registered Client Associate
1 week ago
Idaho State Job Bank Boise, United StatesRegistered Client Associate at Wells Fargo in BOISE, Idaho, United States Job Description About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of busi ...
-
Service Contract Adjuster
1 week ago
Idaho State Job Bank Boise, United StatesService Contract Adjuster - Automotive at Zurich NA in Boise, Idaho, United States Job Description Service Contract Adjuster - Automotive Zurich North America is hiring multiple Service Contract Associate's to join our Vehicle Service Contract team We are open to hiring talent in ...
-
Solution Engineer
1 week ago
Idaho State Job Bank Boise, United StatesSolution Engineer at Teradata in Boise, Idaho, United States Job Description What You'll Do The Solution Engineer (SE) leverages data architecture, data warehouse, and analytics and associated domain knowledge to promote sales of Teradata solutions. The SE has broad knowledge of ...
-
Automotive Sales Manager
1 week ago
The Reynolds and Reynolds Company Boise, United StatesPosition description:Reynolds and Reynolds is looking for experienced automotive professionals to join our consulting team. Our superior software solutions, our award-winning sales, service, and support have made us one of the most recognized and respected companies in the automo ...
-
Bilingual Call Center Representative
1 week ago
Idaho State Job Bank Boise, United StatesBilingual Call Center Representative at Ascensus in Boise, Idaho, United States Job Description Ascensus is the largest independent retirement and college savings services provider in the United States, helping millions of Americans save for the future. We are looking for client- ...
-
Investment Operations Associate
1 week ago
Elevation Wealth Planning Boise, United StatesJob descriptionRole Profile: · The Investment Operations Associate will be responsible for a wide variety of the financial planning and investment management services we provide for our clients. In collaboration with our Wealth Management Advisor and other team members, this indi ...
-
Attorney II
1 week ago
City of Boise (ID) Boise, United StatesSummary Statement · TheCity Attorney'scivilsection handles the full complement of legal mattersand municipallegaladministrationfor the City of Boise.Ourcivil services include contract review, real estate transactions, land use planning,aviation,public works,litigation,and risk ma ...
-
Business Banking Relationship Manager
2 weeks ago
Idaho State Job Bank Boise, United StatesBusiness Banking Relationship Manager at KeyBank National Association in Boise, Idaho, United States Job Description Location:702 W Idaho - Boise, Idaho 83702 Job Description Preview Job SummaryServes as the Relationship Manager and Financial Advisor to clients, introducing a ful ...
-
Marketing Associate
1 week ago
Sinclair Broadcast Group Boise, United States· KBOI/KYUU is looking for a Marketing Associate who will serve as a dedicated marketing, data, and content powerhouse across the station's Sales and Solutions teams. From time to time, the Marketing Associate may manage assigned accounts in the role of a junior Marketing Consul ...
Associate Advisor - Boise, United States - TalentLink Solutions
Description
Our firm is an independent Registered Investment Advisor dedicated to providing clients with sustainable investment management, personalized financial planning, and innovative strategies that deliver social and environmental impact. We work with clients who seek to use their resources to advance social justice and protect the environment, and we provide aligned investment strategies designed to meet both financial and impact objectives. We are fee-only, employee-owned, woman-led, and a certified B Corp. As a firm, we aim to create a better world for people and the planet, and we have a clear set of values to support that work. Our team, our strategies and our clients are all aligned in our intention and share this passion. We are a small team, so each role is uniquely important at our firm, and we never hesitate to support each other.
We are seeking an Associate Advisor to join our client-facing advisory team to provide financial guidance and advice, help implement investment strategies, and deepen our impact-focused approach to financial planning. To succeed in this position, you will thrive on building deep and trusting relationships with clients, have a strong understanding of the financial planning process, and take pride in producing excellent work. The role offers an opportunity to join our young, fast-growing firm and includes significant opportunities for thought leadership, being part of a team that's creating real impact around climate change and social justice, and potential firm ownership down the road.
KEY RESPONSIBILITIES
In the role of Associate Advisor, you will:
We offer a competitive compensation package that includes a base salary plus bonus, 401k with company match, health insurance including dental and vision coverage, paid and volunteer time off, and opportunities for training and career growth.
EQUAL EMPLOYMENT OPPORTUNITY
Our firm provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or any other status protected under applicable federal, state, or local law.
Moreover, we believe that diversity of perspectives, experiences, and talents strengthens our organization and contributes to a thriving and innovative work environment. We encourage individuals from all backgrounds and identities to apply and welcome applications from women, people of color, and other groups traditionally underrepresented in finance.
