Top 30 Client advisor Jobs in Rexburg, Id

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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Managing Director
WealthBridge Financial Group —Rigby, ID
- $120,000 - $180,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
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Tax Accountant
Cooper Norman, PLLC —Rexburg, ID
- $100,000 - $125,000 a year
- Full-time
- Microsoft Outlook
- CPA
- Research
- Health insurance
- Dental insurance
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client advisor jobs near rexburg, id

Associate Financial Advisor

Beehive Federal Credit Union -
Rexburg, ID

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Job Details

Full-time
From $60,382.33 a year

Benefits

Profit sharing
Paid holidays
Dental insurance
Vision insurance
401(k) matching
401(k) 2% match
Life insurance

Qualifications

Life Insurance License
Copy machines
Series 7
Fax machines
Securities Industry Essentials
Computer skills
Series 63

Full Job Description

At Beehive FCU, our common goal is to nurture our most valued asset: the friendships we have with our members. We are here to help-it's the only reason we exist. We believe we have the power to help our members with some of the most important, most difficult, and most rewarding endeavors in their lives.

Our success starts with creative and caring individuals who work together to bring superior service to our members. We hire only the best and brightest, give them a great place to work, and provide an excellent benefits package.

If you are someone who is passionate about helping people with real life needs, then Beehive FCU may be the place for you.

Position and Role

Full-Time Associate Financial Advisor at our Rexburg, Idaho Administration Building. This position works 40 hours a week, Monday-Friday. The minimum starting pay is $60,382.33 per year, DOE. Responsible for providing investment services, and counseling clients and prospective clients about non-depository financial products/services. Responsible for servicing current clients as part of the investment management team.

Job Description

Responsible for promoting, selling, and servicing non-depository financial products.
Responsible for assisting Wealth Manager with servicing current clients as assigned.
Follow broker/dealer and insurance company policies and procedures. Maintain blotter, advertising, client, and correspondence files. Accurately complete client profile for all new clients. Accomplish daily compliance requirements.
Responsible for daily accounting of various transactions. Visits branches to meet clients and train branch staff as needed.
Maintain required individual insurance and securities licenses, including continuing education requirements.
Performs other duties as assigned and performs all duties in compliance with the Bank Secrecy Act. Works at or attends community events as assigned. Strives in all that they do to enhance the member experience at BFCU, including actively engaging in needs-based cross-servicing.

Qualifications and Skills

Two to five years of similar or related experience.
REQUIRED: SIE, Series 7, and Series 63 licenses.
Life insurance license is required.
Must be able to be registered with the SEC.
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Benefits

Full-time employee benefits include paid holidays; employer sponsored 401(k) retirement plan including 2% company match and 9% profit sharing; health, vision, and dental insurance with 95% employer paid premium and 65% employer paid premium for families; employer paid life insurance; plus the opportunity to work in an excellent team-oriented environment. You'll love working at Beehive!

Beehive Federal Credit Union is a member-owned, not-for-profit organization founded in 1960. Headquartered in Rexburg, Idaho, Beehive is a full-service credit union serving members and employees of The Church of Jesus Christ of Latter-day Saints nationwide. Branches are located in Rexburg, Rigby, Idaho Falls, and Meridian, Idaho. Beehive Federal Credit Union is an Equal Opportunity/Affirmative Action Employer of Females/Minorities/Vets/Disability.

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