Wealth Management Specialist jobs in Idaho

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Business Development & Relationship Management Specialist
  • Avera Capital Wealth Management
  • Burley, ID FULL_TIME
  • Business Development & Relationship Management Specialist - Join Our Magic Valley Wealth Management Team!

    At Avera Capital Wealth Management in Magic Valley, we are not just about growth; we're about fostering deep, lasting relationships with our clients and our community. Embedded in the heart of Idaho, our culture is a reflection of the Magic Valley spirit, focusing on creating enduring connections and guiding our clients toward financial freedom.

    Who We Are

    Avera Capital Wealth Management stands as a flourishing, independent advisory firm. We're not just about reaching financial goals; we're about partnering with our clients through every life phase, offering customized, collaborative, and comprehensive financial planning.

    As our Business Development Specialist, you'll not only lead our growth initiatives but also be pivotal in managing our client relationships. Your role involves deeply understanding client needs, maintaining ongoing our existing relationships, while connecting with and creating new relationships within the community, all with the focus of ensuring satisfaction with our services.

    The Role

    As our primary point of contact, you will be representing a team with incredible industry experience and an in-depth know-how of the process itself.

    To that end, we are looking for someone who can focus on the following:

    • Sales & Relationship Building: Lead the sales process while nurturing long-term relationships with clients. Understand their financial objectives and be part of a team that provides solutions to align their goals.
    • Client Service Excellence: Deliver outstanding service to clients, ensuring their needs are met with professionalism and empathy.
    • Leads Generation & Client Retention: Develop new leads and maintain existing client relationships, focusing on long-term client satisfaction.
    • Collaborative Client Management: Work closely with our team to provide a seamless and comprehensive client experience.
    • Continuous Learning & Adaptation: Stay abreast of industry trends and client feedback to refine your approach to client service and sales.
    • Efficient Workflow Management: Organize and optimize workflows, ensuring efficient client service and relationship management.

    Who You Are

    • Client-Centric: Your primary focus is client satisfaction, and you are dedicated to building strong, lasting relationships.
    • Charismatic & Empathetic Communicator: Excellent in client interactions, skilled in building trust and understanding their needs.
    • Solution-Oriented: Ready to tackle client concerns and challenges efficiently and effectively.
    • Tech-Enabled: Proficient in using technology, including CRM systems, to enhance client relationships.

    Skills and Qualifications

    • Proven Track Record in Sales & Client Relationship Management: Demonstrated success in not only sales but also in maintaining and growing client relationships.
    • CRM Proficiency: Adept at using CRM tools to manage client interactions and maintain relationships.
    • Effective Communication: Skilled in clearly conveying complex concepts and building trust with clients.
    • Adaptive and Flexible: Ready to embrace change and continuously seek better methods to improve client service and relationships.

    Job Type: Full-time

    Salary: $68,000.00 - $72,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Health insurance in the form of a ICHRA plan.
    • Life insurance
    • Paid time off
    • Vision insurance

    Join us and grow not only in your career but also in your ability to make meaningful connections with our clients. We're excited to support your journey with comprehensive training and a supportive team environment.

    Be a part of our wealth-building journey in Magic Valley and make a difference in our clients' lives at Avera Capital Wealth Management. Apply today!

    Job Type: Full-time

    Pay: $68,000.00 - $72,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Day shift
    • Monday to Friday

    Supplemental pay types:

    • Bonus opportunities
    • Commission pay

    Travel requirement:

    • No travel

    Experience:

    • Business development: 1 year (Required)
    • financial services: 1 year (Required)

    Ability to Commute:

    • Burley, ID 83318 (Required)

    Ability to Relocate:

    • Burley, ID 83318: Relocate before starting work (Required)

    Work Location: In person

  • 3 Days Ago

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Tax specialist
  • Assante Wealth Management
  • Coeur d'Alene, ID FULL_TIME
  • At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow t...
  • 17 Days Ago

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Principal Wealth Manager, Idaho Falls
  • Savvy Wealth
  • Idaho Falls, ID FULL_TIME
  • The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with ...
  • Just Posted

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Senior Wealth Advisor - Boise, ID
  • Mariner Wealth Advisors
  • Boise, ID FULL_TIME
  • Overview If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively n...
  • 22 Days Ago

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J.P. Morgan Wealth Management - Private Client Advisor - Boise, ID
  • JPMC Candidate Experience page
  • Boise, ID FULL_TIME
  • At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong comm...
  • 1 Month Ago

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US E - Tax - Manager - Business Tax Services - Investment Management - Private Wealth (BTS West Region)
  • Deloitte US
  • Boise, ID FULL_TIME
  • Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and th...
  • 24 Days Ago

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Financial Representative
  • Wealth Strategies
  • Financial Representative Wealth Strategies: Greenwood Village & Fort Collins, CO | Salt Lake City, UT Overview Are you a...
  • 3/29/2024 12:00:00 AM

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Advisor Mastery Program, Foundations (Charlotte, NC) June 2024
  • Raymond James Financial Incorporated
  • Charlotte, NC
  • Job Summary The AMP Foundations is a development program designed to create a pipeline for associates interested in begi...
  • 3/29/2024 12:00:00 AM

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Intern - Summer
  • Santander
  • Miami, FL
  • Intern - Summer Country: United States of America Job Description Do you have an interest in or a passion for providing ...
  • 3/29/2024 12:00:00 AM

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Insurance Specialist
  • Bankers Life
  • Murfreesboro, TN
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 3/29/2024 12:00:00 AM

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Financial Advisor
  • Wealth Strategies
  • Financial Representative Wealth Strategies: Salt Lake City, UT/Greenwood Village & Fort Collings, CO Overview Are you a ...
  • 3/29/2024 12:00:00 AM

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Financial Planner
  • Creative Planning
  • Los Angeles, CA
  • The Financial Planner is responsible for the last five of six steps in the CFP Board’s Financial Planning Process. This ...
  • 3/29/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 3/26/2024 12:00:00 AM

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Investment Advisor
  • AscendHire
  • Bridgewater, NJ
  • Investment Advisor Bridgewater, NJ Our client is a privately held investment firm that sets the gold standard for client...
  • 3/25/2024 12:00:00 AM

Idaho (/ˈaɪdəhoʊ/ (listen)) is a state in the northwestern region of the United States. It borders the state of Montana to the east and northeast, Wyoming to the east, Nevada and Utah to the south, and Washington and Oregon to the west. To the north, it shares a small portion of the Canadian border with the province of British Columbia. With a population of approximately 1.7 million and an area of 83,569 square miles (216,440 km2), Idaho is the 14th largest, the 12th least populous and the 7th least densely populated of the 50 U.S. states. The state's capital and largest city is Boise. Idaho p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$69,038 to $110,285

Wealth Management Specialist in Racine, WI
We look forward to having a behavioral finance specialist on our team to help not only people encountering sudden wealth events, but any of our clients who sometimes have a hard time separating their emotions from their finances.
January 12, 2020
Wealth Management Specialist in Washington, DC
Surevest specializes in servicing high net worth individuals through their concierge approach to wealth management adding value beyond mass market financial solutions.
February 27, 2020
Wealth Management Specialist in Charleston, SC
Discussing the “The Pace of Change is Increasing” slide among management consultants, the common view is that today’s managers have more change drivers coming at them and with greater pace than any recent generation of leadership.
December 10, 2019
In fact, a lot of the possessions that people see as equating to wealth are the opposite of wealth-builders – they depreciate and they’re based on debt and liability rather than being assets.”.
December 25, 2019