What are the responsibilities and job description for the Senior Financial Advisor position at JCW Group?
Senior Financial Advisor
Boise, Idaho (On-site)
We are seeking experienced Senior Advisors to join a fast-growing wealth management firm in Boise. Senior Advisors play a key role in both managing high-value client relationships and driving new business to the firm. This position offers the opportunity to work closely with leadership, mentor junior advisors, and influence firm-wide growth strategies.
What you’ll do:
- Lead client relationships for the firm’s top tier of high-net-worth clients.
- Dedicate the majority of your time to business development and expanding the client base.
- Manage, mentor, and develop Lead and Associate Advisors.
- Partner with leadership to refine client and prospect experiences.
- Contribute to marketing strategies, service models, and investment approaches.
- Oversee compliance practices and ensure operational excellence.
- Serve on the investment committee or help shape firm-wide investment strategies.
What we’re looking for:
- Bachelor’s degree in finance, economics, business administration, or related field.
- Certified Financial Planner (CFP) designation required.
- 10 years of experience in financial planning, investment management, or wealth advisory.
- Proven ability to develop and maintain strong client relationships.
- A portable book of business is highly valued.
Why join:
- Generous continuing education support.
- 100% company-paid health, dental, and vision premiums (employee-only coverage).
- 4% 401(k) match, fully vested from day one.
- A collaborative culture with opportunities for growth and leadership.
- Commitment to diversity, equity, and inclusion at all levels of the organization.
Salary : $110,000 - $140,000
