Wealth Advisor - Idaho Falls

Primary Function: Provide individualized, highly strategic investment consulting to members of ICCU. Develop ongoing financial planning with member focus to help accomplish their goals. Partner with a skilled team on credit and other financial services to offer a full array of solutions to the members and prospects.

• →Deliver exceptional member service in accordance with ICCU and Idaho Central Wealth Management standards.
• →Engage with members both in person and virtually, nurturing new client relationships and managing existing ones.
• →Provide comprehensive financial planning and investment advice to members.
• →Service existing clients and perform periodic reviews of their financial plans and investments.
• →Document the appropriateness of investment recommendations and evaluate risk tolerance.
• →Stay informed about regulations impacting Financial Planning, Securities, and Insurance products.
• →Maintain accurate and up-to-date client records as required by federal, state, broker/dealer, and ICWM standards.
• →Refer members to Credit Union for their deposit and loan needs.
• →Always comply with FINRA Rules of Fair Practice.
• →Be available for travel as needed.
• →Conduct market research to identify trends and opportunities for client investment strategies.
• →Collaborate with team members to develop innovative financial solutions for clients.
• →Participate in continuing education programs to maintain professional certifications and licenses.
• →Assist in the development and implementation of marketing initiatives to promote financial planning services. 
• →Mentor junior advisors and provide guidance on complex financial planning issues.
• →Develop and implement advanced investment strategies for clients with more complex financial needs.
• →Manage or establish a book of business of at least $25 million with recurring commensurate revenue.

• Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.).
• Sit for extended periods of time.
• Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc.
• Repetitive motion using wrists, hands, and fingers.
• Reach keyboards.
• Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.).