Associate Financial Advisor

Axiom Wealth Strategies exists to empower individuals and their families to build ‘true wealth’ in the broadest definition of the term. We desire to meet people where they are and truly listen – leading to trust and confidence. We work with many young families, widows/widowers, and those planning for retirement. We are a team based, fee-only, exclusively fiduciary firm. We believe that in all things Christ is preeminent, because at the end of our lives there is only one thing truly worth planning for.

Overview:                                                                                                           

·        Axiom Wealth Strategies was founded in 2021 by Neal Richards because of the rapid growth of his practice at a small independent RIA firm.

o  Axiom is small and nimble with 4 employees. We provide planning services (utilizing MoneyGuide Pro and Nitrogen software) and asset management through LPL Financial. 

o  Our core values are Curiosity, Courage, Truthfulness, and living in a way that embraces the idea that “Wealth is in Wisdom.”

o  We currently (April 2026) manage ~160M in assets for ~264 households.

·        Axiom is a rapidly growing, federally covered RIA with expectations of continued rapid future growth, which will require flexibility and adaptation with the implementation of new technologies and services to support our evolving needs. The goal is to be a trusted and valuable resource to our clients and our community in an ever-changing landscape. 

Opportunity:

·        Develop stronger skills in every aspect of the Financial Planning profession through senior advisor mentorship

·        Working as a team to begin solving problems for clients from the start 

·        The ideal candidate would be CFP certified and familiar with working in a triangle team structure with a lead advisor and administrative support personnel, demonstrating excellent communication and organizational skills, with the ability to operate well independently. 

·        Would be taking over an existing small book of business in the Moscow, ID, area with the marketing resources provided to build your own customer base through supported prospecting

·        Remote work possible

·        Opportunity for rapid advancement to lead advisor with ideal candidate desiring eventual promotion to senior advisor focused on financial planning and mentorship of future associate planners

·        A passive approach to investing is preferred, but not necessary. 

Career Path:

·       Dependent on previous job experience

·       Associate Advisor Level 1 (0-2 years experience) – Learn financial planning the Axiom Way under a Lead Advisor. Schedule new clients for team based meetings. Series 65 required.

·       Associate Advisor Level 2 (1-3 years of experience) – Assume leadership of client facing meetings and build client volume and AUM. Working towards CFP.

·       Lead Advisor (3 years experience) – Begin mentoring an associate advisor and leading your own team. CFP required.

·       Other future opportunities possible in our growing firm depending on skills and desire

Responsibilities:

Client Planning & Support

• Assist Advisors in understanding and supporting their clients’ financial goals
• Develop and implement customized financial plans, including retirement planning, estate planning, tax strategies, investment strategies, and budgeting
• Prepare investment reviews and personalized meeting materials for advisors and their clients
• Use planning software (e.g., MoneyGuidePro, Nitrogen, Morningstar Advisor Workstation, Holistiplan and many others) to create and maintain financial scenarios and reports
• Ensure all financial plans remain current and responsive to client needs
• Research, teach, and analyze financial planning topics as needed

Operational & Compliance Tasks

• Enter and track tasks in Redtail CRM; maintain accurate and timely follow-ups
• Complete Smart RIA compliance tasks within 30 days of assignment.
• Assign and manage workflows and service tasks related to compliance and client service
• Report any written client complaints promptly and appropriately

Team & Culture Engagement

• Actively participate in team meetings—be professional, punctual, and prepared
• Delegate tasks to support staff as needed and follow through on assigned responsibilities
• Maintain conduct that reflects the firm’s core values – courage, curiosity, truth, and wisdom.
• At Axiom Wealth Strategies we believe that True Wealth is found in Christ alone.

Key Performance Indicators (KPIs):

• Timely completion of investment reviews and service tasks
• Accuracy and preparedness of meeting deliverables
• Ongoing contribution to firm growth and client retention

Qualifications:

·        Must have series 66 or 65 license with CFP/CFA designation strongly preferred, or have ability to pass relevant exam within 3 months

·        Desired Skills:

o  Highly organized

o  Works well independently

o  Excellent communicator, with the heart of a teacher

Compensation:

·        Compensation dependent on experience and qualifications. Compensation structure initially salary based with limitless potential as you grow your AUM.

·        Full time position.

Next Steps:

·        Please include a brief personal statement with your resume on why you would be a good fit for the position by answering a few questions

o  Why do you want to be a financial advisor?

o  Are free markets positive or negative for society?

o  What does “true wealth” mean to you?

o  Why do you think you would be a good fit at Axiom Wealth Strategies?