Top 6 Associate financial advisor Jobs in Idaho

Associate - Northwest Pinnacle Group - Moscow, Idaho
Thrivent —Moscow, ID
- $60,000 - $120,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
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Associate Financial Advisor
Beehive Federal Credit Union —Rexburg, ID
- From $60,382.33 a year
- Extended hours
- Mid-level
- Office
- Accounting
- Profit sharing
- Paid holidays
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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
Associate Financial Planner
Raymond James Financial, Inc. —Caldwell, ID
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Associate - West Advisor Group
Thrivent —Boise, ID
- Contract
- Research
- Mid-level
- Administrative experience
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Associate - Northwest Pinnacle Group - Moscow, Idaho
Thrivent —Moscow, ID
Active Securities (Series 7 and Series 66) and resident state Life, Health and Annuities registration. Maintain compliant documentation and licensing.
$60,000 - $120,000 a year
Quick Apply
Associate Financial Advisor
Beehive Federal Credit Union —Rexburg, ID
Life insurance license is required. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator.
From $60,382.33 a year
Quick Apply

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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
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Associate Financial Advisor
Transcend Practice Management —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
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Associate - Northwest Pinnacle Group - Moscow, Idaho

Thrivent -
Moscow, ID

Quick Apply

Job Details

Full-time
$60,000 - $120,000 a year

Benefits

401(k)

Qualifications

Customer communication
Confidential information handling
Customer relationship building
Series 66
Series 7
Customer relationship management
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Meaningful work. Rewarding career.

Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

Northwest Pinnacle Group is an independent financial services practice of Thrivent in Moscow, Idaho. We are growing and adding an Associate Financial Advisor to our team. Northwest Pinnacle Group is a client-centered financial practice with a focus on personalized, fiduciary-driven advice and long-term client relationships. This is a full-time role that is located in Moscow, Idaho with the option of Hybrid for qualified candidates.

Associate

As an Associate Financial Advisor, you’ll be a client-facing professional for our financial advisors and provide support to the clients of Northwest Pinnacle Group, within a collaborative team structure including:

Serve as a primary or co-point of contact for clients
Support financial planning analysis and plan preparation
Execute account setup, trades, and product implementation
Assist with business development and client outreach
Maintain compliant documentation and licensing
Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications
Additional responsibilities may be assigned in accordance with licensure and business needs

You will be employed/contracted by Northwest Pinnacle Group.

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Our ideal candidate is:

Planning/Organizing
Analytical thinker
Customer Focused
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility

Requirements

Active Securities (Series 7 and Series 66) and resident state Life, Health and Annuities registration
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Preferred 2+ years in financial services
Ability to maintain integrity of sensitive/confidential information
Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial
Strong communication and client relationship skills

External/Internal Dependencies

Must be able to work with all roles of the sponsoring financial advisor
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Compensation and Benefits

Base Salary: $60,000 - $85,000
Total Compensation: $75,000 - $120,000+ (based on experience and performance)
401(k) with employer contribution
Healthcare stipend available
Flexible vacation benefits
Professional development support

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

#CAMPG

Work Location: In person

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associate financial advisor jobs in idaho

Associate - Northwest Pinnacle Group - Moscow, Idaho

Associate Financial Advisor

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

Associate Financial Planner

Associate - West Advisor Group

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