Financial Advisor

RedBalloon LLC invites applications for a fiduciary, fee-only Financial Advisor in Moscow, ID with hybrid work options. The role involves taking over a small client book with supported prospecting; CFP certification is preferred, relocation assistance is available, and remote work is negotiable; there is potential for rapid advancement to lead or senior advisor.

Responsibilities

• Assist Advisors in understanding and supporting their clients’ financial goals
• Develop and implement customized financial plans covering retirement, estate planning, tax strategies, investment approaches, and budgeting
• Prepare investment reviews and personalized meeting materials for advisors and their clients
• Use planning software such as MoneyGuidePro, Nitrogen, Morningstar Advisor Workstation, Holistiplan, and other tools to create and maintain financial scenarios and reports
• Keep financial plans current and responsive to client needs
• Research, teach, and analyze financial planning topics as needed
• Help design, implement, and maintain model portfolios across all client accounts
• Assign appropriate investment models to client portfolios and document changes with detailed notes
• Monitor client portfolios regularly and alert Lead Advisors to deviations from targets or notable performance issues
• Assist with non-qualified account management for tax loss/gain harvesting
• Support rebalancing activities, including data entry, documentation, and communication with operations staff
• Coordinate with custodians or trading platforms to ensure accuracy in portfolio implementation
• Maintain awareness of market trends and their potential impact on model portfolios
• Support investment committee work by gathering data, running reports, and participating as requested
• Enter and track tasks in Redtail CRM; maintain accurate and timely follow-ups
• Complete Smart RIA compliance tasks within 30 days of assignment
• Assign and manage workflows and service tasks related to compliance and client service
• Report any written client complaints promptly and appropriately
• Actively participate in team meetings, maintaining professionalism, punctuality, and preparedness
• Delegate tasks to support staff as needed and follow through on assigned responsibilities
• Maintain conduct that reflects the firm’s core values, including courage, curiosity, truth, and wisdom
• Align with the firm’s guiding belief that True Wealth is found in Christ alone
• Ensure timely completion of investment reviews and service tasks
• Maintain accuracy and preparedness of meeting deliverables
• Contribute to firm growth and client retention over time

Requirements

• 2-3 years of financial advising experience
• CFP certification
• Series 65 license or ability to obtain within 3 months
• Highly organized with strong attention to detail
• Ability to work independently
• Excellent communication skills with a teaching-oriented approach

Technologies

• MoneyGuidePro
• Nitrogen
• Morningstar Advisor Workstation
• Holistiplan
• Redtail CRM
• LPL Financial

Benefits

• Relocation assistance available for the right candidate
• Training, continuing education units (CEU), and registration fees covered
• 401(k) with employer matching at six months
• Paid time off: two weeks vacation, plus office closures when the market is closed
• Remote or hybrid work environment with a flexible schedule; remote work possible as long as five business days per month are worked on site in Moscow, Idaho
• Marketing and lead generation provided to grow your book of business
• Mentorship by a senior advisor
• Administrative assistance with client accounts

About Us

• We were founded in 2021 by Neal Richards due to the rapid growth of his practice at a small independent RIA firm
• We are a small and nimble team with four employees, providing planning services (utilizing MoneyGuide Pro and Nitrogen) and asset management through LPL Financial
• Our core values are Curiosity, Courage, Truthfulness, and the principle that Wealth is found in Wisdom
• As a regional Dave Ramsey SmartVestor associated professional, we offer a reliable investment strategy and compatible financial planning grounded in biblical principles
• Axiom is a rapidly growing, federally regulated RIA, with expectations of continued growth and a need for flexibility in adopting new technologies and services; this expansion presents opportunities for the right candidate