Top 111 Personal Financial Advisors Jobs in Boise City, ID

Property & Causality Insurance Sales Advisor (Bilingual Preferred)
Westmark Credit Union —Boise, ID
- Full-time
- Hybrid work
- Spanish
- Up to 50% travel
- English
- Profit sharing
- Paid holidays
Quick Apply
Tax Expert - Expert Center (West)
Intuit —Eagle, ID
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tech Success Consultant
Northwestern Mutual —Boise, ID
- $70,320 - $105,480 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Flexible schedule
6d
Tax Expert - Expert Center (West)
Intuit —Meridian, ID
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Outside Sales Executive
The Arid Club, Inc —Boise, ID
- $61,009.49 - $73,473.80 a year
- Full-time
- Mid-level
- Business development
- In-person
- Health insurance
- Dental insurance
Quick Apply
13h
Tax Expert - Local Tax Office
Intuit —Meridian, ID
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8h
Tax Expert - On-Site
Intuit —Meridian, ID
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8h
Tax Expert - Local
Intuit —Meridian, ID
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8h
Tax Expert - Local Tax Office
Intuit —Eagle, ID
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8h
Tax Expert - On-Site
Intuit —Eagle, ID
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8h
Tax Expert - Local Branch
Intuit —Meridian, ID
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8h
Tax Expert - Local
Intuit —Eagle, ID
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8h
Tax Expert - Local Branch
Intuit —Eagle, ID
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
8h
Financial Advisor
First Command Financial Services, Inc. —Boise, ID
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Advisor (NCWB)
College of Western Idaho —Nampa, ID
- $21.12 - $26.40 an hour
- Weekends as needed
- Spanish
- Writing skills
- Public speaking
- Paid parental leave
- Health savings account
7d
Wealth Management Client Associate
Bank of America —Boise, ID
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
11d
Boise State University – – Associate Divisional Dean, School of Nursing
Boise, ID
- From $112,000 a year
- Full-time
- Nursing
- Doctoral degree
- RN License
- Health insurance
- Dental insurance
Executive Assistant III
University of Idaho —Boise, ID
- $32 an hour
- Online Application
- Background check
- Office
- Databases
Sales Executive- Personal Insurance
Marsh McLennan Agency-Northwest —Boise, ID
- Full-time
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Associate District Manager - HRO CS DM2
ADP —Boise, ID
- $50,100 - $99,800 a year
- Full-time
- Military
- Mid-level
- Reliable transportation
- Wellness program
- Disability insurance

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Personal Financial Advisors jobs near Boise City, ID

Property & Causality Insurance Sales Advisor (Bilingual Preferred)

Westmark Credit Union -
Boise, ID

Quick Apply

Job Details

Full-time

Benefits

Profit sharing
Paid holidays
Health insurance
Tuition reimbursement
Paid time off
Employee assistance program
401(k) matching

Qualifications

Customer relationship building
Phone communication
Client rapport building
Property & Casualty License
High school diploma or GED
Client interaction via phone calls

Full Job Description

Description:

Discover the Westmark Difference!!

Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.

60 % of our employees have been part of the Westmark family for 5+ years.
71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.
85% of our managers were promoted from within the company.
Westmark has been in business since 1954 and has recently grown to over $1.6 billion in assets, 15 branches, and over 80,000 members!

We also have some of the most impressive benefits in the industry:

Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.
Excellent health insurance options for employees and family with shared premiums
401k with 75% company match and 2% profit sharing contribution
Tuition Reimbursement and Scholarships
Employee Assistance Program (Free counseling and legal services)

Position Summary: The P&C Insurance Sales Advisor serves as a trusted resource for members and prospective members by providing personalized insurance solutions and financial guidance. This role builds relationships, identifies member needs, and recommends property and casualty insurance products while creating opportunities to connect members with relevant products and services. The ideal candidate is relationship-driven, consultative, and passionate about delivering an exceptional member experience.

Schedule: Approximately 40 hours within a Monday through Friday work week rotating Saturdays required

Travel: Up to 50% of the workweek to local branch locations to support business operations, collaboration, and member service initiatives.

Remote/Hybrid: Hybrid eligible

Responsibilities:

Provide value-based education and consultative guidance on Westmark Insurance and Credit Union products and services through in-person interactions, inbound inquiries, and proactive outreach to members and prospective clients. Cultivate meaningful relationships by proactively generating new business through cold calling, referrals, networking, community engagement, and self-sourced lead development to identify insurance needs and recommend appropriate Property & Casualty coverage solutions.
Cross-sell insurance products and refer members to relevant Credit Union products and services based on identified needs.
Explain product features, benefits, coverage options, and requirements in a clear and understandable manner.
Accurately complete insurance applications and ensure all documentation and processes comply with agency and regulatory requirements.
Maintain a high standard of quality, accuracy, and efficiency when recommending and processing insurance products and services.
Deliver a positive and professional experience during every member interaction, regardless of the outcome of the sales conversation.
Maintain accurate records and ensure timely follow-up on member inquiries, quotes, policy reviews, and sales opportunities.
Assist members with service requests, problem resolution, and policy-related questions.
Educate members on digital tools and self-service resources, including online banking, mobile applications, and other technology solutions.
Collaborate with branch and department team members to ensure members are connected with the appropriate resources and solutions.
Travel between Westmark branch locations as needed to support member service, business development, and relationship-building efforts.
Ensure compliance with all Westmark policies, procedures, insurance regulations, and applicable licensing requirements.
Participate in community outreach, networking opportunities, and Westmark-sponsored events to promote brand awareness and member engagement.
Demonstrate professionalism, integrity, and accountability in all interactions with members, business partners, and coworkers.
Maintain a positive attitude, dependable attendance, and a commitment to delivering exceptional service and results.
Stay informed on industry trends, product updates, and organizational initiatives to effectively serve members and support business goals.
All other duties assigned by the SVP of the Virtual Branch.

Requirements:

Qualifications:

High School Diploma or equivalent required.
Active Property and Casualty Insurance License in the State of Idaho required.
One or more years of experience in insurance, sales, financial services, customer service, or a related field.
Demonstrated ability to build relationships, identify needs, and recommend appropriate solutions.
Strong verbal communication skills with the ability to effectively engage with members in person, by phone, and through digital channels.
Ability to travel between Westmark branch locations as needed.
Bilingual (English/Spanish) skills are preferred but not required.
Ability to obtain and maintain required licensing, certifications, and continuing education requirements

Key Competencies:

Relationship-building and member-focused service mindset.
Consultative sales skills with the ability to identify needs and recommend appropriate solutions.
Goal-oriented with a strong drive to achieve individual and team objectives.
Self-motivated and able to work independently while contributing to a collaborative team environment.
Strong verbal and written communication skills.
Effective problem-solving and decision-making abilities.
Excellent organizational skills with attention to detail and follow-through.
Ability to manage multiple priorities and maintain productivity in a fast-paced environment.
Adaptability and willingness to embrace change, new technologies, and evolving business needs.
Proficiency with computers, smartphones, tablets, and web-based applications.
Ability to learn and maintain knowledge of Westmark Insurance and Credit Union products, services, and referral opportunities.
Commitment to professionalism, integrity, confidentiality, and ethical business practices.
Willingness and ability to receive, apply, and provide constructive feedback and coaching.
Strong interpersonal skills with the ability to build trust and rapport with members, prospects, and coworkers.
Personal accountability, reliability, and consistent attendance.
Community-minded with a willingness to represent Westmark at networking events, community functions, and outreach opportunities.

Physical Requirements:

Manual Dexterity and hand-eye coordination for tasks such as typing and operating office equipment.
Sitting for extended periods of time.
Visual and auditory abilities to understand and communicate with the public.
Repetitive motion using wrists, hands, and fingers.
Occasionally lift and carry up to 15 lbs., if required for departmental tasks.
Ability and willingness to travel up to 50% of the workweek to local branch locations to support business operations, collaboration, and member service initiatives.

Westmark Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws

Quick Apply

Refine Your Search

Personal Financial Advisors jobs in Boise City, ID

Property & Causality Insurance Sales Advisor (Bilingual Preferred)

Tax Expert - Expert Center (West)

Tech Success Consultant

Tax Expert - Expert Center (West)

Outside Sales Executive

Tax Expert - Local Tax Office

Tax Expert - On-Site

Tax Expert - Local

Tax Expert - Local Tax Office

Tax Expert - On-Site

Tax Expert - Local Branch

Tax Expert - Local

Tax Expert - Local Branch

Financial Advisor

Advisor (NCWB)

Wealth Management Client Associate

Boise State University – – Associate Divisional Dean, School of Nursing

Executive Assistant III

Sales Executive- Personal Insurance

Associate District Manager - HRO CS DM2

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