Financial AdvisorAxiom Wealth Strategies

Opportunity: 

• Looking for a highly motivated, growth minded individual to join our fiduciary, fee-only, team centered RIA firm, taking over an existing small book of business in the Moscow, ID, area with the marketing resources provided to build your own customer base through supported prospecting  

• Work as part of a triangle team with a lead advisor and administrative support to begin solving problems for clients from the start 

•  The ideal candidate would be CFP certified and demonstrate excellent communication and organizational skills with the ability to operate well independently.  

• Develop stronger skills in every aspect of the Financial Planning profession through senior advisor mentorship 

• Opportunity for rapid advancement to lead advisor with ideal candidate desiring eventual promotion to senior advisor focused on financial planning and mentorship of future associate planners 

• Remote work possible as long as five business days a month can be worked on location in Moscow, Idaho

• A passive approach to investing is preferred, but not necessary.  

Career Path: 

• Dependent on previous job experience 

• Associate Advisor Level 1 (0-2 years experience) – Learn financial planning the Axiom Way under a Lead Advisor. Schedule new clients for team based meetings. Series 65 required. 

• Associate Advisor Level 2 (1-5 years of experience) – Assume leadership of client facing meetings and build client volume and AUM. Working towards CFP. 

• Lead Advisor (3+ years experience) – Begin mentoring an associate advisor and leading your own team. CFP required. 

• Other future opportunities possible in our growing firm depending on skills and desire 

Client Planning & Support 

• Assist Advisors in understanding and supporting their clients’ financial goals 

• Develop and implement customized financial plans, including retirement planning, estate planning, tax strategies, investment strategies, and budgeting 

• Prepare investment reviews and personalized meeting materials for advisors and their clients 

• Use planning software (e.g., MoneyGuidePro, Nitrogen, Morningstar Advisor Workstation, Holistiplan and many others) to create and maintain financial scenarios and reports 

• Ensure all financial plans remain current and responsive to client needs 

• Research, teach, and analyze financial planning topics as needed 

Portfolio Management Support 

• 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 any deviations from model targets or significant performance issues 

• Work with Lead Advisors and clients on non-qualified account management for tax loss/gain harvesting 

• Assist with 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 in discussions as requested 

Operational & Compliance Tasks 

• 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 

Team & Culture Engagement 

• Actively participate in team meetings—be professional, punctual, and prepared 

• Delegate tasks to support staff as needed and follow through on assigned responsibilities 

• Maintain conduct that reflects the firm’s core values – courage, curiosity, truth, and wisdom. 

• At Axiom Wealth Strategies we believe that True Wealth is found in Christ alone.  

Key Performance Indicators (KPIs): 

• Timely completion of investment reviews and service tasks 

• Accuracy and preparedness of meeting deliverables 

• Ongoing contribution to firm growth and client retention 

• Two years financial advising experience preferred

Axiom Wealth Strategies exists to empower individuals and their families to build ‘true wealth’ in the broadest definition of the term. We desire to meet people where they are and truly listen – leading to trust and confidence. We work with many young families, widows/widowers, and those planning for retirement. We are a team based, fee-only, exclusively fiduciary firm. We believe that in all things Christ is preeminent, because at the end of our lives there is only one thing truly worth planning for.  

• Axiom Wealth Strategies was founded in 2021 by Neal Richards because of the rapid growth of his practice at a small independent RIA firm.  

• Axiom is small and nimble with 4 employees. We provide planning services (utilizing MoneyGuide Pro and Nitrogen software) and asset management through LPL Financial.  

• Our core values are Curiosity, Courage, Truthfulness, and living in a way that embraces the idea that “Wealth is in Wisdom.”  

• As a regional Dave Ramsey SmartVestor associated professional, we bring a reliable investment strategy and compatible financial planning to those like-minded individuals, grounded in the solid, eternal principles of Biblical Truth.

• Axiom is a rapidly growing, federally covered RIA with expectations of continued rapid future growth, which will require flexibility and adaptation with the implementation of new technologies and services to support our evolving needs. Along with this growth will come much opportunity for the right candidate!

• Beginning compensation dependent on experience and negotiable for more qualified candidates.

• Compensation structure initially salary based with limitless potential as you grow your AUM with bonuses for performance and revenue generation.  

• We offer something unique in the industry with our systematic client acquisition process, which provides distinctive, warm leads, and a team supported approach from day one.

• Benefits including:

  • Relocation assistance available for the right candidate

  • Training, CEU, and registration fees covered

  • 401(k) with employer matching at 6 months

  • PTO - 2 weeks vacation, plus office is closed whenever the market is closed

  • Remote/hybrid work environment and flexible work schedule (Remote work possible as long as five business days a month can be worked on location in Moscow, Idaho)

  • Marketing and lead generation provided to grow your book of business

  • Mentorship by senior advisor

  • Administrative assistance with client accounts