Lead Financial Advisor

Lead Financial Advisor Aspen Capital Management | Boise, IdahoAspen 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:At least three years of experience in financial planning or a related field. If you don't have experience in the financial planning field but you believe your superior client relationship management background could bring value to this role, we encourage you to apply and explain how your experience aligns.Possesses the maturity and poise to lead client relationships, including the ability to explain complex portfolio management and financialtax planning topics clearly and concisely to clients.Desire to utilize and develop business development skills and help expand the firm's client base.Excellent customer service skills with both written and verbal communication expertise.Ability to work collaboratively with a team while maintaining a positive and upbeat attitude.Adaptability in a fast-paced, entrepreneurial environment.Willingness to pursue CFP designation (if not already achieved). CFP is eventually a must.Series 65 license required; expectation to immediately obtain upon starting if missing.Strong time management and organizational skills to handle multiple client requests and competing priorities.Familiarity with Schwab Advisor Center, MoneyGuide Pro, Orion, and Redtail is a plus.Bachelor's degreeThis is an in-person position; not remote or hybridCompensation & Benefits:Full-time, salaried position with compensation based on experience. Competitive, market-driven total compensation structure with bonus opportunities based on firm and individual growth. Both a personal bonus and business development bonus are available to all employees of the firm.20 days paid time off each year plus a Sabbatical programHealthcare401(k) Retirement Plan with a 5% company matchFull-pay maternity and paternity leaveEquity ownership opportunities and defined path to partnership for advisors and operations staff.TuitionDesignation (CFP) reimbursement offeringsHow to Apply: Please email your resume and a cover letter outlining your relevant experience and why you are interested in this role to with the subject line "ACM Financial Advisor."

Created: 2025-02-21