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Last updated: 6 hours ago

FINANCIAL ADVISOR

Jamie GrayemBoise, ID, United States
Full-time

This position is subject to SAFE Act registration requirements.All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good stan...Show more

Wealth Advisor - Boise

Zions BankBoise, ID, United States
Full-time

Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses.These services inclu...Show more

Data Analyst - Insurance - REMOTE

Work At Home Vintage ExpertsBoise, ID, US
Remote
Full-time +2
Quick Apply

Put your Insurance Experience to work – FROM HOME!.Our unique platform provides you with.WHAT YOU’LL LOVE ABOUT WAHVE.We created a welcoming place to work with friendly and professional leadership....Show more

Full-stack.NET Developer

DEW Softech, IncBoise, ID, Idaho, USA
Full-time

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SAP Delivery Engineer - ABAP

SimplotBoise, ID, US
Full-time

Simplot is a family-owned, privately held global food and agriculture company headquartered in Boise, Idaho.Its integrated portfolio of companies includes food processing and food brands, phosphate...Show more

Remote General Accounting Expert - AI Trainer ($50-$70 per hour)

MercorBoise City, Idaho, US
Remote
Part-time

What you'll do** Mercor is partnering with leading AI labs to advance frontier agent evaluations in accounting.As a General Accounting Expert, you'll build long-horizon accounting tasks that mirror...Show more

Work-at-Home Data Analysis Coordinator

FocusGroupPanelBoise, Idaho, United States
Remote
Part-time

Work From Home, Entry Level Data Entry Clerk As A Research Participant.We are looking for people who want to work remotely from home.You'll need an Internet connection and a mobile device or comput...Show more

B2B Account Executive

InogenBoise, ID, US
Full-time

Under general supervision, manage the relationship with existing accounts and net new accounts.Responsible for managing a book of business for existing accounts and growing net new accounts in assi...Show more

AWS SysOps-, DevOps Engineer

ADEX CorporationBoise, ID
Full-time

We are seeking an AWS Developer Operations Engineer to join our team! You will design and develop solutions to complex application problems and deployment solutions.Looking to evolve a "Coder” to a...Show more

Full-Stack Developer (Backend)

VELOXBoise, Idaho, United States
Full-time

VELOX is looking for an analytical, results-driven backend developer who will work with our team to develop new digital marketing tools to support new and existing clients.The back-end developer wi...Show more

Dry Van CDL-A: 70CPM | 45% of Net | $2400 Weekly + Bonuses

House of DispatchBOISE, ID, USA
Full-time

PAY & INCENTIVES • 70 CPM/ 45% of the net profit • $1900 - $2400 weekly take-home pay • 3000+ miles weekly • Cash Advance available • Clean Inspection Bonuses • Referral Bonuses • Pay period is Mon...Show more

Senior Associate, Business Management Tax Services

ArmaninoBoise, Idaho
Full-time

At Armanino, you determine your career path.This means it's possible to pursue challenges you are passionate about, in industries you care about.Among the top 20 Largest Accounting and Consulting F...Show more

 • New!

Dynamics Developer position (ID: 765776)

FHRBoise, ID, US
Full-time
Quick Apply

Interview: Candidates must be local and able to attend an in-person interview.This is a job posting for a Dynamics Developer position (ID: 765776) with the following details:.Location: Fully onsite...Show more

C#.NET Developer

Professional Technology IntegrationBoise, ID
Full-time

We are seeking a Full-stack React/.NET C# Developer to assist with the development of application of a legal case data portal, where users can search and find case data.The application is built on ...Show more

React/.Net C# Developer

Crystal Data LLCBoise, ID, US
Full-time

Net C# Developer Boise, ID Onsite In-person interview only Full-stack React/.C# developer, to assist with the development of an application of a legal case data portal, where users can search and f...Show more

Franchise Owner/CEO

STRIDE Fitness FranchisingBoise, Idaho, United States
Remote
Full-time
Quick Apply

At STRIDE Fitness, you are not stepping into a job.You are building a performance-driven business for your community.Boise, Idaho continues to emerge as one of the fastest-growing and most active c...Show more

Senior SAP Developer

MaximusBoise, US
Full-time

Maximus TCS (Technology and Consulting Services) Internal Job Profile Code: TCS101, T5, Band 8 Job-Specific Minimum Requirements: - Due to contract requirements, only US citizens without dual citiz...Show more

Store Manager in Training

Palm Beach Tan - LST Idaho, LLCBoise Fairview, ID, US
Full-time

We provide a competitive hourly rate with unlimited commissions and a very lucrative monthly bonus program.Let's start your new leadership journey today--your future is always bright at PBT.We are ...Show more

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FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemBoise, ID, United States
19 days ago
Job type
  • Full-time
Job description

Financial Advisor

$75,000-90,000 base salary + quarterly production bonus + full benefits. Must have 7/66 (63/65). This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We provide:

  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
  • Marketing strategies to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  • Potential opportunities for professional growth.
  • Leadership opportunities, including leading client and conference seminars

Required skills:

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
  • Is a self-starter who efficiently manages time and capacity.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired skills:

  • Proven ability to partner and promote lead generation.
  • Experience balancing investment management, sales activities and new client development.
  • Strong computer skills and the ability to multitask in a demanding environment.
  • A bachelor's degree, preferably in business-related field.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • Obtained insurance licenses.