Associate Financial Advisor

About Perspective Wealth Partners

Perspective Wealth Partners (PWP), founded in 2006, is a fee-only SEC-registered RIA, located in Boise, Idaho, and serves about 250 households with approximately $700MM in assets.

PWP provides clients with a wealth management experience focused on achieving their financial goals and living meaningful lives. As a fiduciary, PWP is committed to providing investment portfolio management and financial planning in clients' best interest. We are deeply intentional about our internal culture and core values, which are comprised of being service-oriented, committed to excellence, heartfelt, relatable, and genuine.

PWP offers competitive compensation including salary and bonus, 401(k), health insurance, and paid time off (PTO). For the successful candidate, we would offer a relocation allowance to offset moving expenses.

PWP is an Equal Opportunity Employer. We support diversity in the workplace and embrace diversity in the clients we serve.

Role Summary

PWP is seeking an Associate Financial Advisor.

You will have the primary role of providing deep client relationship management and technical support to seasoned members of the Advisory Team, as well as support the day-to-day relationships, along with participating in/or conducting client meetings.

Core Responsibilities

• You will help with current client needs, and proactively uncover ways to deliver greater value to clients and new ways to deliver a delightful experience.
• Collaborate with the firm’s other Advisors to deliver all aspects of personal financial planning to our client base, including retirement planning, tax-efficient distribution planning and investment strategies, social security claiming strategies, employer stock and option planning, deferred compensation planning, pension analysis, estate planning, insurance review and analysis, tax loss harvesting, etc.
• Work with other team members to evaluate/help drive new firm-wide strategic initiatives.
• Promote a culture of compliance within the advisory team by following and enforcing firm policies and procedures and all applicable compliance rules and regulations.
• Actively participate in your community.

Qualifications

• Bachelor’s degree.
• Relationship-driven and a passion for wealth management.
• Excellent communication, networking, and influencing skills.
• High level of organization, accuracy, and attention to detail.
• Ability to work and multi-task in a fast-paced, evolving environment – can pivot quickly.
• Comfortable with a broad set of responsibilities.

Compensation

• We benchmark our compensation and strive to pay above market given our small firm size and broad responsibilities.
• PWP’s total compensation for this position ranges from $75K to $100K, depending on experience and expertise.