We are an established, independent financial firm in Boise and Payette, Idaho searching for that one new representative to add to our growing practice in both locations. If you have 3-4 years of experience with investment management and retirement planning and the desire to become credentialed such as a CFP® Certified Financial Planner™, AIF® Accredited Investment Fiduciary®, or CFA® Chartered Financial Analyst®, then we want to speak with you!
What we are looking for:
- 3-4 years of experience
- Life, Health, or Variable insurance licenses
- Series 7, 63, 65, and/or 66 preferred
- Desire to become credentialed with either a CFP® Certified Financial
- Planner™, AIF® Accredited Investment Fiduciary®, or CFA® Chartered Financial Analyst®.