Moscow, ID

Finance Jobs in Moscow, ID

2 jobs found

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13d ago

Senior Staff Auditor

Hayden Ross, PLLC Moscow, ID Hybrid

Moscow, ID

13d ago

$75k+/yr Full time Senior Audit Auditor

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Job Description

Hayden Ross, PLLC is expanding its government and not-for-profit audit practice with a Senior Staff Auditor role based in Moscow, Idaho, offering a hybrid work arrangement. This position centers on conducting governmental and not-for-profit audits and servicing clients in the CDA area, with in-office or hybrid options to support a balanced work environment. A Bachelor's degree in Accounting is required, and candidates must hold CPA certification or CPA eligibility and be actively pursuing the CPA, with a minimum of three years of audit experience.

Responsibilities

Conduct governmental and not-for-profit audits
Servicing clients in the CDA area

Requirements

Bachelor's degree in Accounting (Required)
CPA certification or CPA eligibility and actively pursuing CPA to be considered
Minimum of 3 years of audit experience, preferably within a public accounting firm

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance

Job Details

Job Type: Full-time
Salary: From $75,000.00 per year
Location: Hybrid remote in Moscow, ID 83843
Ability to commute: Moscow, ID 83843 (Required)
Ability to relocate: Moscow, ID 83843 (Relocate before starting work — Preferred)
Willingness to travel: 25% (Preferred)

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24d ago

Financial Advisor

RedBalloon LLC Moscow, ID Hybrid

Moscow, ID

24d ago

$50k - $200k/yr Full time Advisor Budgeting Cash Flow

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Job Description

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

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Finance Jobs in Moscow, ID

Senior Staff Auditor

Financial Advisor

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