Financial Advisor

Company: Axiom Wealth Strategies

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Opportunity
Job Summary:

• Looking for a highly motivated, growth minded individual to join our fiduciary, fee-only, team centered RIA firm, taking over an existing small book of business in the Moscow, ID, area with the marketing resources provided to build your own customer base through supported prospecting
• Work as part of a triangle team with a lead advisor and administrative support to begin solving problems for clients from the start
• The ideal candidate would be CFP certified and demonstrate excellent communication and organizational skills with the ability to operate well independently.
• Develop stronger skills in every aspect of the Financial Planning profession through senior advisor mentorship
• Opportunity for rapid advancement to lead advisor with ideal candidate desiring eventual promotion to senior advisor focused on financial planning and mentorship of future associate planners
• Remote work possible as long as five business days a month can be worked on location in Moscow, Idaho
• A passive approach to investing is preferred, but not necessary.

Career Path

• Dependent on previous job experience
• Associate Advisor Level years experience) – Learn financial planning the Axiom Way under a Lead Advisor. Schedule new clients for team based meetings. Series 65 required.
• Associate Advisor Level years of experience) – Assume leadership of client facing meetings and build client volume and AUM. Working towards CFP.
• Lead Advisor (3+ years experience) – Begin mentoring an associate advisor and leading your own team. CFP required.
• Other future opportunities possible in our growing firm depending on skills and desire

Responsibilities
Client Planning & Support

• Assist Advisors in understanding and supporting their clients' financial goals
• Develop and implement customized financial plans, including retirement planning, estate planning, tax strategies, investment strategies, and budgeting
• Prepare investment reviews and personalized meeting materials for advisors and their clients
• Use planning software (e.g., MoneyGuidePro, Nitrogen, Morningstar Advisor Workstation, Holistiplan and many others) to create and maintain financial scenarios and reports
• Ensure all financial plans remain current and responsive to client needs
• Research, teach, and analyze financial planning topics as needed

Portfolio Management Support

• Help design, implement, and maintain model portfolios across all client accounts
• Assign appropriate investment models to client portfolios and document changes with detailed notes
• Monitor client portfolios regularly and alert Lead Advisors to any deviations from model targets or significant performance issues
• Work with Lead Advisors and clients on non-qualified