What are the responsibilities and job description for the Financial Advisor position at Tumwater Wealth Management?
Growing RIA firm in Boise, ID looking to add another financial advisor.
The ideal candidate will deliver personalized wealth management to a subset of clients and help them achieve their financial goals. You will need to become comfortable creating financial plans and cross checking work to ensure complete accuracy.
Total Compensation Package: $80,000 to $150,000 per year based on experience and demonstrated competence.
- 401k with matching and profit sharing
- Health insurance allowance
- Paid time off (PTO)
- Paid holidays
- Vehicle allowance
- Smartphone allowance
- Clothing allowance
- Synthetic equity profit sharing
- Partial remote work possible
- Incentive bonuses
- CFA, CPA, CPA, EA, CPWA tuition reimbursement
- Optional, portable life & disability insurance
- Free portfolio management on personal accounts
- Client and marketing entertainment allowance
- Corporate credit card
- Private, prestigious office space
- Comprehensive onboarding and mentorship program with firm founder
Responsibilities
- Full time position
- Provide exceptional and courteous client service
- Developing and maintaining financial plans and investment portfolios for clients and prospects.
- Lead client review meetings, prepare and present financial plans
- Delivering group educational presentations to 401k plan clients
- Providing one-on-one planning and financial advice to 401k plan clients
- Developing and maintaining relationships with potential referral sources
- Work well within our small, highly capable team
- High integrity, fiduciary mindset, ability to navigate complex, multigenerational family dynamics
Qualifications
- Bachelor's degree required – finance, business, accounting, math, engineering degrees preferred
- Series 7 and 66 licenses required within first 90 days of employment
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation, or willingness to work toward one of them.
- Strong attention to detail is required
- Solid math skills required and the ability to learn more
- Excellent interpersonal skills
- Must be proficient in Microsoft Outlook, Word, Excel, PowerPoint
- Familiarity with MoneyGuidePro, Orion, Holistiplan, YCharts, Wealthbox, Pontera preferred
- Periodic travel to client meetings may be required
Why
- Do work that has a meaningful impact on good people's lives
- Work with other high achievers
- Be continually challenged and constantly learning
- Have time to pursue other passions
- Control your own schedule (once trained)
- Be well compensated
To Apply, email the following to chelayne@tumwaterwealth.com:
- Your resume
- A cover letter explaining why you are interested in this position on our team
- A favorite spreadsheet that you built personally so we can assess analytical skills
About Us
Tumwater Wealth Management is a boutique RIA firm based in Boise, ID dedicated to helping entrepreneurial and multigenerational families grow, protect, & transfer wealth across decades. We believe in delivering transparent advice, aligning our interests with our clients, and simplifying the financial journey so our clients can focus their time and attention on the people and projects they care about most.
Salary : $80,000 - $150,000