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

H&R Block

Tax Associate

Nampa, ID · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Boise, ID · On-site

$55K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Caldwell, ID · On-site

$52K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Boise, ID · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Meridian, ID · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Boise, ID · On-site

$55K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Nampa, ID · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Star, ID · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Boise, ID · On-site

$55K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Nampa, ID · On-site

$55K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Emmett, ID · On-site

$55K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Kuna, ID · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Eagle, ID · On-site

$55K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Nampa, ID · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

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Showing results 21-40

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 7, 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.

Member Advisor - Silverstone Branch

Westmark Credit Union

Meridian, ID • On-site

$18 - $25/hr

Full-time

Medical, Retirement, PTO

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Discover the Westmark Difference!!
Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.
• 60 % of our employees have been part of the Westmark family for 5+ years.
• 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.
• 85% of our managers were promoted from within the company.
• Westmark has been in business since 1954 and has recently grown to over $1.6 billion in assets, 15 branches, and over 81,000 members!
We also have some of the most impressive benefits in the industry:
• Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.
• Excellent health insurance options for employees and family with shared premiums
• 401k with 75% company match and 2% profit sharing contribution
• Tuition Reimbursement and Scholarships
• Employee Assistance Program (Free counseling and legal services)
Position Summary: The Member Advisor is a multi-functional role that combines teller, personal banking, and lending responsibilities to deliver comprehensive financial services to our members. This position requires a proactive and friendly individual who can handle a variety of tasks, from processing transactions to offering financial advice and lending solutions. The Member Advisor plays a key role in enhancing member relationships and contributing to the overall success of the credit union.
Opportunity to join our team as a Member Advisor 1, 2, or 3 based on your experience and qualifications. This role offers a base salary plus incentives, as well as the potential for future promotion within the Member Advisor career path.
Location: 1650 South Eagle Rd, Meridian, ID
Schedule: Average of 36-40 hours within a Monday through Saturday work week.
Monday - Friday 9:00 a.m. - 5:30 p.m.
Saturday 9:00 a.m. - 1:00 p.m.
To help support a work-life balance, team members who work a Saturday shift may be scheduled for a full or half weekday off, based on business needs
Travel Requirements: Ability and willingness to travel up to 35 miles to provide coverage and collaborate with regional branches.
Member Service:
  • Proactively interact with members to build relationships of trust.
  • Provide excellent member service by greeting members warmly, identifying their needs, and offering appropriate solutions.
  • Assist members with account inquiries, transaction processing, and problem resolution in a timely and professional manner.
  • Educate members about credit union products and services, helping them make informed financial decisions.

Teller Functions:
  • Accurately process member transactions, including deposits, withdrawals, transfers, and payments.
  • Properly handle cash and negotiable instruments and maintain accurate records of transactions.
  • Adhere to security and compliance protocols to ensure the safety and confidentiality of member information.

Sales and Referrals:
  • Identify opportunities to cross-sell and upsell credit union products and services, such as loans, credit cards, and savings accounts.
  • Refer members to specialized financial advisors for more complex financial needs.
  • Participate in promotional campaigns and community events to attract new members.

Account Opening and Maintenance:
  • Open new accounts, including checking, savings, IRA, and Term Certificate accounts.
  • Assist members with account maintenance tasks, such as updating personal information and setting up online banking.

Lending Responsibility:
  • Guide members through the loan application process, explaining terms, conditions, and requirements for various loan products.
  • General understanding and ability to explain and sell loan insurance products.
  • Maintain thorough knowledge of lending regulations and compliance requirements.
  • Finalize system-approved loans within Level 1 defined lending authority. Seek approval for loans outside of underwriting authority and collaborate to assist the member in finalization.

Problem Resolution:
  • Handle member complaints and issues with patience and professionalism, working to resolve them effectively.
  • Collaborate with cross-functional teams to resolve member questions and discrepancies and to provide effective problem resolution.
  • Escalate complex issues to the appropriate department or supervisor as needed.

Compliance and Risk Management:
  • Ensure all transactions, member interactions, and lending activities comply with Westmark policies, procedures, and regulatory requirements.
  • Stay informed about changes in banking regulations and industry standards.

Requirements
Qualifications:
  • High School diploma or equivalent, Associate or Bachelor's degree preferred
  • Previous experience in banking, customer service, or sales
  • General knowledge of financial products, services, and lending regulations.
  • Excellent interpersonal and communication skills.
  • Ability to multitask and work efficiently in a fast-paced environment.
  • Detail-oriented with strong organizational skills.
  • Proficiency in computer applications including MS Office.
  • Commitment to providing outstanding member service and maintaining member confidentiality.

Key Competencies:
  • Member focus
  • Self-starter
  • Sales Acumen
  • Goal Oriented
  • Critical Thinking
  • Conflict Resolution
  • Leadership
  • Attention to Detail
  • Problem Solving
  • Adaptability
  • Team Collaboration
  • Integrity
  • Accountability

Physical Requirements:
  • Ability to move around a branch to interact with members
  • Manual Dexterity and hand-eye coordination for tasks such as counting cash and operating office equipment
  • Ability to carry and lift office items, up to 25 pounds.
  • Visual and auditory abilities to understand and communicate with the public.

Westmark Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws
Salary Description
$18.00 - $25.00

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