Financial Planner with an Interest in Tax

Summit Wealth & Retirement Partners
Boise, Idaho
$60,000 + bonuses, eventually a % of revenue
Closing date
Sep 18, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification
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I am looking for a junior partner. I own and operate 2 companies, Summit Wealth & Retirement Partners and Summit Tax Planning. Both companies have plenty of clients to share and both clients receive more referrals than we can take on. And this is without doing any marketing. I need to hire someone who is young, ambitious, and genuinely interested in a lifelong career. Future partnership in the firm is a real possibility for the right person. Must love to read, listen, and learn. 

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