Job Description
Come get real-world experience working alongside financial planners. You will sit in client meetings and assist in various projects.
- Watch and learn how to conduct client meetings
- Increase your understanding of financial planning strategies
- Follow-up on action items as a result of client meetings
- Work with financial planning software
- Assist in various projects
Mission
Treasure Valley Financial Planning is a financial planning firm that helps local pre-retirees design and implement customized plans to retire confidently and current retirees stay confidently retired. We delight in seeing our clients achieve their goals, and it’s fun to be such an essential part of their lives. Over the next ten years, we want one thousand local families to experience retirement confidence. We aim to be the financial planning firm of preference in the Treasure Valley.
Our Unique Difference
1. Holistic Excellence: Our unique 360-degree process covers all aspects of financial planning, ensuring our clients receive well-rounded, tailored solutions that address their needs, including investment management, retirement income planning, tax planning, estate planning, and risk management.
2. Active Investment Management: Rather than the “buy-and-hope” approach, we us a proactive approach to investment management to help navigate the ever-changing financial landscape.
3. Local Focus: We specialize exclusively in the retirement planning market within the Treasure Valley, making us go-to experts for local retirees.
Our core values are the heartbeat of our firm:
· Do The Right Thing – Follow the golden rule, be willing to face the fire.
· Professional – Know your stuff, do what you say, look & act the part.
· Driven – Be the best or die trying.
· Helpful – Go above & beyond, provide value without expectations, and get a high from helping.
· Friendly – Take a genuine interest and have infectious positivity.