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Idaho Trust Bank
Financial Advisor
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Job Description
Are you an experienced Financial Advisor looking for an opportunity to grow your practice with an established client base, strong referral network, and the resources of a respected financial institution? Idaho Trust is seeking a Financial Advisor to join our Investment Program in association with LPL Financial. You'll work with individuals and families to understand their financial goals, develop personalized strategies, and provide investment solutions designed around their needs. Why Join Idaho Trust? This is an opportunity to step into an established program with significant potential for growth. You'll benefit from: An existing book of business to service upon hire A strong internal client referral network Access to Idaho Trust clients who may benefit from financial advisory services Multiple branch territories with a significant deposit base The ability to build and grow your own client relationships An open-architecture platform without proprietary product requirements LPL Financial's technology, tools, resources, and support The reputation and community presence of Idaho Trust What You'll Do You'll build trusted, long-term relationships with clients and help them navigate every stage of their financial lives. You'll have the flexibility and resources to create solutions based on each client's individual goals while continuing to develop and grow your practice. Through your association with LPL Financial, you'll have access to proprietary technology, customized services, thousands of investment products from leading third-party providers, and expertise from across the firm. What We're Looking For Series 7 and Series 66 (or Series 63/65) required Insurance license required Three or more years of investment sales experience A relationship-focused approach to financial advising A commitment to providing exceptional service and building lasting client relationships About the Opportunity LPL Financial partners with financial institutions to provide investment services to their clients. This position is with the Investment Program at Idaho Trust in Boise, Idaho, and the Financial Advisor is associated with LPL Financial. Financial Advisors under this model are not employees of LPL Financial. If you're ready to grow your practice while helping Idaho Trust clients pursue their financial goals, we'd love to hear from you.