Meridian, ID
$65,000 - $80,000
Full Time
Meridian, ID
$15/hr
Part Time
Meridian, ID
$65,000 - $80,000
Full Time
Advisor Associate – Overview
The Advisor Associate plays a key role in delivering an exceptional client experience through technical, financial planning, and investment management support. Working closely with Lead and Senior Advisors, the Associate ensures clients receive personalized, proactive, and comprehensive financial guidance. This position is designed to grow into a Lead Advisor role and beyond.
Primary Focus
The Advisor Associate is dedicated to serving, supporting, and managing client relationships alongside senior advisors. They actively participate in client meetings, help navigate the financial planning process, and ensure follow-through on all tasks and recommendations. Responsibilities include note-taking, plan preparation, and direct engagement with clients to support their goals and decisions.
Most of the Advisor Associate’s time is spent in meetings with a Lead or Senior Advisor, followed by coordinating and delegating tasks to other team members, including Client Service Associates. This role may also handle smaller client relationships independently under supervision.
This position is ideal for recent graduates with a degree in financial planning who are pursuing—or have recently obtained—a professional designation (such as the CFP®).
Key Responsibilities
Skills and Knowledge Requirements
Education and Experience
Compensation and Benefits
About Treasure Valley Financial Planning
At Treasure Valley Financial Planning (TVFP), we help clients Compound Their Impact™—on their families, communities, and the causes they care about most. We take pride in seeing our clients achieve their goals and enjoy being an essential part of their lives. Our vision is to be the financial planning firm of choice in the Treasure Valley.
Our Difference
Our Core Values
Meridian, ID
$15/hr
Part Time
Job Description
Come get real-world experience working alongside financial planners. You will sit in client meetings and assist in various projects.
Mission
Treasure Valley Financial Planning is a financial planning firm that helps local pre-retirees design and implement customized plans to retire confidently and current retirees stay confidently retired. We delight in seeing our clients achieve their goals, and it’s fun to be such an essential part of their lives. Over the next ten years, we want one thousand local families to experience retirement confidence. We aim to be the financial planning firm of preference in the Treasure Valley.
Our Unique Difference
1. Holistic Excellence: Our unique 360-degree process covers all aspects of financial planning, ensuring our clients receive well-rounded, tailored solutions that address their needs, including investment management, retirement income planning, tax planning, estate planning, and risk management.
2. Active Investment Management: Rather than the “buy-and-hope” approach, we us a proactive approach to investment management to help navigate the ever-changing financial landscape.
3. Local Focus: We specialize exclusively in the retirement planning market within the Treasure Valley, making us go-to experts for local retirees.
Our core values are the heartbeat of our firm:
· Do The Right Thing – Follow the golden rule, be willing to face the fire.
· Professional – Know your stuff, do what you say, look & act the part.
· Driven – Be the best or die trying.
· Helpful – Go above & beyond, provide value without expectations, and get a high from helping.
· Friendly – Take a genuine interest and have infectious positivity.
