Financial associate Jobs in Boise, ID

Lead Financial Advisor

Aspen Capital Management | Boise, Idaho

Aspen Capital Management (ACM) is a fee-only, independent advisory firm dedicated to helping clients achieve their life visions in a sustainable and fulfilling way. As a fiduciary, we prioritize our clients’ best interests by providing unbiased investment management and financial planning without product sales or commissions.

Since our founding in 2002, ACM has grown steadily, earning recognition as one of the fastest-growing RIAs in the nation by Financial Advisor Magazine (2020). Ranked among the nation’s top 100 RIA firms by Worth Magazine in 2024 and 2025, ACM is one of the largest and most respected advisory firms in Idaho. We are looking for a dynamic, high-energy Financial Advisor to join our team. If you're passionate about serving clients and eager to grow professionally, we’d love to hear from you!

Why Aspen Capital Management?

Located in vibrant downtown Boise, our office is at the heart of the city’s cultural and culinary scene. Join a small, close-knit team that thrives in a fast-paced, dynamic environment and enjoys the high quality of life that Boise has to offer. We’re a nimble team, focused on supporting each other’s development and growth while delivering exceptional client service.

Job Summary :

In this role, the Financial Advisor will collaborate with other lead advisors to manage both existing and prospective clients. Once you’ve developed an understanding of our portfolio management and financial planning process and strategies, you’ll take on the responsibility for leading our sales and new client onboarding process and managing existing client relationships for clients the firm assigns to you. The role also includes working with the team to implement technology solutions that improve efficiency and client service.

Core Responsibilities :

• Client Support :
• Assist and collaborate with lead financial advisors in managing existing and prospective clients.
• Once you’ve developed an understanding of our portfolio management and financial planning process and strategies, you’ll take the lead advisor role, managing client relationships, portfolio reviews and financial planning discussions. In addition, you'll be responsible for leading our sales and onboarding process with prospective clients.
• Work with Associate Advisors to build initial financial plans for new clients and modify existing client plans using MoneyGuide Pro.
• Work with Associate Advisors to prepare and organize materials for client meetings, including financial plans, portfolio reports, and discussion topics.
• Manage post-meeting follow-up, ensuring timely communication with clients on action items.
• Financial Planning & Analysis :
• Deepen your expertise in tax-efficient financial planning and portfolio management.
• Analyze advanced financial topics such as stock options, deferred compensation, restricted stock units, and tax loss harvesting and communicate strategies and recommendations to clients.
• Educate clients on important financial and tax planning strategies like Roth IRA conversions, Qualified Charitable Distributions (QCDs), Donor Advised Funds and other charitable giving strategies and multigenerational wealth transfer.
• Review clients' financial life for opportunities to reduce taxes and maximize multigenerational wealth transfer.
• Collaboration & Technology :
• Work closely with other team members to evaluate and implement new technology solutions to improve efficiency and client service.
• Develop deep expertise in our technology stack, including MoneyGuide Pro, Orion, Redtail, Holistiplan and Charles Schwab Advisor Center.
• Growth Opportunities :
• Build business development skills to help attract new clients to the firm and contribute to the firm’s growth.
• Shareholder and Partnership opportunities are defined and available.

Requirements :

Compensation & Benefits :

How to Apply :

Please email your resume and a cover letter outlining your relevant experience and why you are interested in this role to [email protected] with the subject line “ACM Financial Advisor.”