Job Type : Full Time Location : Caldwell, Idaho Pay : Competitive Pay & Benefits! Job Description What you will be doing: Prepare for client meetings by gathering relevant data, creating agendas, and producing reports and planning materials. Ensure timely follow-through on post-meeting action items, including CRM documentation, task creation, and client communication. Coordinate with external professionals (e.g., estate planning attorneys, CPAs) to support client objectives. Input and maintain accurate client data within financial planning software. Assist in developing and updating financial planning strategies in collaboration with the advisory team. Conduct research and analysis on investment options and financial products under the guidance of Lead Advisors. Monitor client financial situations for accuracy, completeness, and changes requiring attention. Prepare, process, and track new account openings, transfers, and ongoing account maintenance. Generate portfolio review materials ...