Financial Advisor (Training & Development Provided)

About Us

As a Financial Advisor, you’ll provide expert guidance and solutions to help clients meet their goals. With award-winning training, mentoring, and resources of a FORTUNE 500 company, you'll be set up for success. Supported by specialists in financial planning, wealth management, investment services, and more, you'll have everything you need to excel.

Join Our Team

For over 169 years, we've helped clients achieve financial security. We’re committed to your success and are searching for special individuals to continue that tradition. No financial experience required! We welcome diverse backgrounds, including sales, insurance, leadership, community influencers, athletes, teachers, military personnel, hospitality, and business professionals. We’ll train, coach, mentor and develop the right candidates in our Wealth Management Advisor program with robust training, technology, planning tools, and supportive mentors.

Key Responsibilities

• Develop new client relationships through in person and virtual prospecting, including networking, referrals, introductions, community involvement, social media, and speaking opportunities.
• Take time to understand each client's goals, priorities, and concerns, creating personalized financial strategies that help them achieve what matters most.
• Deliver an exceptional client experience by ensuring compliance with firm standards, regulatory requirements, and ethical practices.
• Partner with your mentor and training & development team to create, execute, and refine business plans that drive growth, strengthen client relationships, and achieve network office goals.
• Foster a collaborative and engaging office culture built on trust, respect, accountability, and continuous feedback.
• Participate in ongoing professional development and complete all required training and licensing requirements to maintain industry registrations in good standing.
• Leverage dedicated client support resources so you can spend more time building relationships and serving clients.
• Benefit from a strong support network that extends from your local office to regional leadership and the home office. While you'll have the independence to run your practice, you'll also have the backing of a team committed to helping you succeed.

Benefits

• Comprehensive Medical Coverage
• Retirement Package; Pension Plan
• Bonus Programs
• Expense Allowance (Yr 3)
• Group Life and Disability Insurance
• Leadership Opportunities
• Financial Support for Licensing: Life and Health, SIE, Series 6, Series 63, CFP®, and more
• Parental Benefits
• Exceptional Income Potential: This is what performance-based compensation and residual income looks like!

Average | Top 25%

• Year 1 $64k | $148k
• Year 3 $126K | $276K
• Year 5 $176k | $392K
• Year 10 $388K | $872K
• Year 15 $662K | $1.6M

Why Join Us

• FORTUNE’S World’s Most Admired Companies: Ranked #1 for “Social Responsibility” & “Quality of Products/Services"
• Unsurpassed financial strength ratings (Aaa, A++, AAA, AA+) for 35 consecutive years
• Top 10 US Independent Broker-Dealer
• Forbes Best Employers for New Grads 2025
• Training Magazine MVP Award 2024-2026
• Industry leading client retention rate: 97%
• 860,000+ hours children's cancer research funded
• Largest direct provider of life insurance in the nation - $2.5 trillion life insurance protection in force
• 2026 Best Places to Work by Glassdoor
• 2026 Bronze Military Friendly Employer

Qualifications

• 4-year college degree recommended
• Self-starter and highly motivated
• Proven history of success
• Strong interpersonal and networking skills
• Legal authorization to work in the US without sponsorship

Pay: $64,000.00 - $148,000.00 per year

Benefits:

• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Education:

• Bachelor's (Preferred)

Ability to Commute:

• Boise, ID 83702 (Required)

Work Location: Hybrid remote in Boise, ID 83702