Benefits:
- Competitive Salary.
- Quarterly Bonus: (Based on company revenue and individual goal achievement.)
- Career track for advancement to Financial Advisor, Lead Advisor and beyond.
- Unlimited earning potential by referring clients to the firm.
- 401(k) with a 3% company contribution (after one year of employment.)
- Profit Sharing / Pension Plan (after one year of employment.)
- Health Benefits.
- Disability Insurance.
- Life Insurance.
- Unlimited time off.
- Opportunity to join a small company that feels more like a team than a corporation.
- Improve financial planning skills.
- Paid membership fees for industry associations, conference attendance, and continuing education.
- Access to our investment models without advisory fees.
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, get high from helping.
- Friendly – Take genuine interest, have infectious positivity.
Advisor Associate Overview
Associate Advisors provide technical, financial planning, and investment management work, usually with other professional planners in the firm, and are under the supervision of a Lead Advisor or Senior Advisor. The goal is to grow the Associate Advisor to a Lead Advisor and beyond.
Associate Advisors are focused 100% on serving, supporting, and managing our clients collaboratively with more experienced advisors. They help in client meetings and aid in navigating clients through the entire financial planning experience and decision-making process. This includes taking notes, preparing, and discussing client financial plans appropriate for client situations. They will aid in coordinating the planning process with the client and overseeing the tasks.
Most of the AFA’s time is spent in meetings with a Lead Advisor or Senior Advisor and then delegating and completing tasks to other team members, including client service associates. This position can be entry-level for college graduates with a degree in financial planning who have passed an exam for a designation or those earning work experience toward a designation.
They can advise clients and make recommendations (with the supervision of higher-level advisors) on client financial plans and investments. They have obtained the proper licensing to work directly with clients and often attend client meetings with other professional advisors or work with smaller client accounts independently.
Typical responsibilities include:
- Focused support and second chair duties in client meetings with an ability to add value to the conversation while gathering data and action items for follow-up.
- Coordinates with Senior and Lead Advisors to develop and prepare clients’ financial plans, develop recommendations and solutions in the client’s best interest, and ensure those plans are executed.
- Communicating with clients by understanding their needs, objectives, goals, and concerns and translating these into an actionable and disciplined plan.
- Coordinating with the client’s other advisors (attorney, CPA, etc.) and other external sources to carry out client service goals.
- Provide client follow-up and engagement with clients, pre- and post-meeting, as well as other needs and communications as they arise.
- Preparing and making recommendations for client financial plans, including entering data and running reports using financial planning software.
- Preparing and making recommendations on client investments, including creating investment policy statements and portfolio allocation reports.
- Acting as a backup for Lead Advisors on advisory questions from clients.
- Assist Lead Advisors with client communications, such as writing newsletters and economic reports.
- Delegating non-advisory follow-up work to client service help.
Typical Experience and Education Requirements:
- A bachelor’s degree, CFP® program graduate, or ability to sit for the CFP® exam.
- Desire to work directly with clients.
- Ability to give or learn to give recommendations to clients.
- Consultative sales ability to assist people with executing their action items.
- Strong self-leadership skills (i.e., emotional and mental health.)
- Strong technology capabilities (i.e., learning to use the software easily.)
- Experience working with various custodial platforms (Schwab, TDA.)
Specific skills and knowledge:
- Excellent communication skills (verbal, written, empathy and listening)
- Financial planning analysis and modeling.
- Personal integrity and discretion with confidential information.
- Knowledge of Investment Advisory Regulations.
- Proficient in Microsoft Office Suite and various Fintech solutions.
- Ability to deal with stress in an ever-changing investment market.
- Outstanding time management and organizational skills, with a knack for prioritization and problem anticipation.
Ready to Be a Vital Piece of Our Puzzle?
TVFP’s mission is to be the Treasure Valley’s #1 retirement-focused financial planning firm. If you’re passionate about guiding clients toward financial success, possess an unwavering commitment to excellence, and want to contribute to a growing firm, we encourage you to apply. Let’s create a brighter financial future for our clients, our team, and our community.
