Top 17 Cfp Jobs in Idaho

PWM Private Wealth Advisor
U.S. Bank National Association —Boise, ID
- $124,695 - $161,370 a year
- Full-time
- 8 years
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Senior Wealth Strategy Consultant
Curvion Blue —Boise, ID
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Eastern, ID
JPMorganChase —Boise, ID
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
14d
Financial Advisor (Sales Focused + Training and Mentorship)
Northwestern Mutual —Meridian, ID
- $61,850 - $137,160 a year
- Full-time
- Background check
- Military
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
14d
Financial Advisor
Northwestern Mutual —Coeur d'Alene, ID
- $61,000 - $119,000 a year
- Full-time
- Background check
- Office
- 3 years
- Paid training
- Health insurance
Quick Apply
Financial Advisor (Mentorship & Training Provided)
Northwestern Mutual —Eagle, ID
- $64,000 - $148,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor's degree
- Children
- Disability insurance
- Health insurance
Quick Apply
3d
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —Meridian, ID
- 5 years
- Military
- Senior level
- Flexible schedule
2d
Wealth Management Associate - Retirement Benefits Group - Idaho, Montana, Utah & Wyoming
Equitable Advisors —Boise, ID
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Private Client Advisor
Key Investment Services, LLC —Eagle, ID
- $55,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED

Discover related jobs

Based on your search for cfp jobs.

Finance Director
City of McCall —McCall, ID
Bachelor’s degree in Accounting, Finance, Business, or a related field; and. The successful candidate is an experienced, collaborative leader who combines…
$117,835 - $168,532 a year
Financial Advisor (Sales Focused + Training and Mentorship)
Northwestern Mutual —Meridian, ID
Build a clientele and strive to understand your clients' goals and visions to develop holistic financial solutions that put them on a path to financial success.
$61,850 - $137,160 a year
Quick Apply
14d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
Quick Apply
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year
2d

Show more jobs in cities nearby

I want to receive the latest job alert for cfp in idaho

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

cfp jobs near idaho

Financial Advisor jobs in Boise, ID

Wealth Management Advisor jobs in Boise, ID

Financial Advisor jobs in Meridian, ID

Financial Advisor jobs in Coeur D'Alene, ID

Academic Advisor jobs in Indianapolis, IN

Financial Advisor jobs in Peoria, AZ

Student Advisor jobs in Los Angeles, CA

Financial Advisor jobs in Palm Desert, CA

Academic Advisor jobs in Pittsburgh, PA

Financial Advisor jobs in Stockton, CA

Financial Analyst jobs in Texas

Financial Advisor jobs in Fort Collins, CO

Property Management jobs in Milwaukee, WI

Wealth Management Advisor jobs in Grand Rapids, MI

Wealth Management Advisor jobs in Bellingham, WA

Wealth Management Advisor jobs in San Diego, CA

Financial Advisor jobs in Orange County, CA

Wealth Management Advisor jobs in Peabody, MA

Academic Advisor jobs in San Jose, CA

Client Advisor jobs in Fairfield, CT

PWM Private Wealth Advisor

U.S. Bank National Association -
Boise, ID

Apply Now

Job Details

Full-time
$124,695 - $161,370 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

MLO License

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients

Preferred Skills/Experience

Requires established network with strong relationship management, networking, and business development skills
Demonstrated success in specific client segments or verticals with developed strategic partnerships
Experience profiling clients and formulating customized strategies to address their needs
Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
A passion for problem-solving and acting as a strategic advisor
Ability to make critical decisions independently and act as a business owner
Professional designation such as CFA or CFP is preferred

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $132,030.00 - 161,370.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

cfp jobs in idaho

PWM Private Wealth Advisor

Senior Wealth Strategy Consultant

J.P. Morgan Wealth Management - Private Client Advisor - Eastern, ID

Financial Advisor (Sales Focused + Training and Mentorship)

Financial Advisor

Financial Advisor (Mentorship & Training Provided)

Senior Financial Advisor – Experienced Professionals

Wealth Management Associate - Retirement Benefits Group - Idaho, Montana, Utah & Wyoming

Private Client Advisor

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for cfp in idaho

Explore jobs in more locations

Job Description

Job Seeker Tools

Employer Tools

Browse

Stay Connected