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Associate Financial Advisor Jobs in Boise, ID (NOW HIRING)

Mainspring Wealth Advisors LLC

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Associate Financial Planner

Caldwell, ID · On-site

$63K - $68K/yr

We are seeking an Associate Financial Planner for our wealth management firm in our Caldwell, Idaho ... At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for team members ...

Raymondjames

Associate Financial Planner

Caldwell, ID · Hybrid

Summary Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with ... As we evolve, we are seeking an Associate Financial Planner who shares our vision and values. The ...

H&R Block

Block Advisors Tax Advisor

Boise, ID · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Apollon Wealth Management

Manager of Operations

Boise, ID · On-site

$85 - $125/hr

... advisors. This individual provides leadership to Relationship Managers, Client Service Associates ... financial services environment and has a proven ability to manage teams, improve processes, and ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Boise, ID

Associate Financial Advisor information

See Boise, ID salary details

$36.6K

$63.9K

$107.1K

How much do associate financial advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for associate financial advisor in Boise, ID is $63,919.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $78,500.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are the most commonly searched types of Financial Advisor jobs in Boise, ID?

The most popular types of Financial Advisor jobs in Boise, ID are:

What are popular job titles related to Associate Financial Advisor jobs in Boise, ID?

For Associate Financial Advisor jobs in Boise, ID, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Boise, ID look for?

The top searched job categories for Associate Financial Advisor jobs in Boise, ID are:

What cities near Boise, ID are hiring for Associate Financial Advisor jobs?

Cities near Boise, ID with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Boise, ID as of August 2026, with employment types broken down into 81% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $63,919 per year, or $30.7 per hour.

Associate Financial Planner

Raymond James Financial, Inc.

Caldwell, ID • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

Job Description Summary
Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual's strength and expertise are made stronger by the bonds of shared values. Throughout the office, respect is evident and care is taken to ensure that all voices are heard.
As we evolve, we are seeking an Associate Financial Planner who shares our vision and values. The ideal candidate has a strong work ethic, is a team player, and enjoys serving both our clients and the community.
If this resonates with you, we invite you to apply today!
Job Description
Responsibilities
  • Assist with account opening, transfers and maintenance
  • Support advisors with research, data entry, and plan implementation
  • Maintain CRM records and ensure compliance
  • Partner with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
  • Evaluate overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
  • Perform detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
  • Research information as necessary on a case-by-case basis
  • Prepare files for meetings with existing and new clients
  • Prepares, coordinates and follows through on any needed communication with new or existing clients
  • Respond to client questions by telephone, email and occasional personal visits.
  • Conduct research as needed related to basic income tax questions, estate planning, and other legal issues - requesting guidance when appropriate.
  • May participate in client presentations.
  • May open, transfer, and close customer accounts and maintain appropriate account records.
  • May obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion of transactions.
  • Ensure firm and regulatory policies are followed within compliance standards
  • Perform other duties and responsibilities as assigned.

Proficiency in:
  • CRM software
  • Microsoft Suite
  • Financial Planning software
  • Financial markets

Education/Experience Requirements
  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on financial, retirement and estate planning field or in marketing these services

~or~
  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses
  • SIE, Series 7, Series 63, 65 and/or 66 as required by state - or ability to obtain within twelve months

Additional Information:
  • This position is hybrid in Caldwell, ID

Mainspring Wealth Advisors, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Bachelor's: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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