Current jobs related to Financial Planning Specialist - Boise, Idaho - First Command Financial Services


  • Boise, Idaho, United States Meron Financial Agency Full time

    Unlock Your Potential as a Financial Protection SpecialistMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals. We're seeking a passionate and driven Financial Protection Specialist to join our team.As a Financial Protection Specialist, you will be responsible for providing expert...


  • Boise, Idaho, United States Lincoln Financial Group Full time

    Job SummaryThis role provides coordination of financial operations for Lincoln's insurance company separate accounts and Lincoln fund of funds trade operations.The ideal candidate will serve as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for assigned area(s) of responsibility.Key...


  • Boise, Idaho, United States State of Idaho Full time

    Job SummaryWe are seeking a highly skilled Financial Specialist Principal to join our team at the Idaho State Department of Agriculture. As a key member of our financial operations team, you will be responsible for analyzing financial statements, monitoring financial stability, and ensuring compliance with federal and state laws and regulations.Key...


  • Boise, Idaho, United States Idaho Division of Human Resources Full time

    Job SummaryWe are seeking a highly skilled Financial Specialist Principal to join our team at the Idaho State Department of Agriculture. As a key member of our finance team, you will be responsible for overseeing financial operations, ensuring compliance with accounting principles and regulations, and providing financial guidance to department staff.Key...


  • Boise, Idaho, United States State of Idaho Full time

    Job SummaryWe are seeking a highly skilled Financial Specialist Principal to join our team at the State of Idaho. As a key member of our department, you will be responsible for overseeing financial activities, ensuring compliance with regulations, and providing guidance to staff.Key ResponsibilitiesFinancial Operations: Oversee financial activities,...


  • Boise, Idaho, United States State of Idaho Full time

    Job Title: Financial Specialist SeniorJoin the State of Idaho team as a Financial Specialist Senior, where you will play a critical role in ensuring the accurate and timely financial management of the state's resources.About the Role:This senior-level position is responsible for providing financial expertise and support to the Controller's Office and other...


  • Boise, Idaho, United States State of Idaho Full time

    Job Title: Financial Specialist SeniorJoin the Idaho Transportation Department as a Financial Specialist Senior and contribute to the success of our team!About the RoleWe are seeking a highly skilled and experienced Financial Specialist Senior to join our Financial Services Project Accounting office at the Boise Headquarters. As a key member of our team, you...


  • Boise, Idaho, United States State of Idaho Full time

    Job Title: Financial Specialist SeniorWe are seeking a highly skilled Financial Specialist Senior to join our team at the Public Employee Retirement System of Idaho (PERSI). As a key member of our fiscal and investment departments, you will be responsible for portfolio accounting, advanced accounting and financial work, including review and analysis of...


  • Boise, Idaho, United States Idaho Division of Human Resources Full time

    Job Title: Financial Specialist SeniorWe are seeking a highly skilled Financial Specialist Senior to join our team at the Public Employee Retirement System of Idaho (PERSI). As a key member of our accounting department, you will be responsible for portfolio accounting, advanced accounting and financial work, including review and analysis of complex and...


  • Boise, Idaho, United States St. Luke's Health System Full time

    Overview:At St. Luke's Health System, we strive to create a workplace culture that values diversity, promotes collaboration, and prioritizes employee well-being. Our commitment to excellence in patient care extends to creating an environment where our team can thrive both personally and professionally. With opportunities for growth, competitive benefits, and...


  • Boise, Idaho, United States State of Idaho Full time

    Job Title: Financial Specialist SeniorAbout the Role:The State of Idaho is seeking a highly skilled Financial Specialist Senior to join our team at the Idaho Transportation Department. As a key member of our Financial Services Project Accounting office, you will play a critical role in ensuring the accurate and timely financial reporting of our projects.Key...


  • Boise, Idaho, United States State of Idaho Full time

    Job SummaryWe are seeking a highly skilled Financial Specialist Senior to join our team at the State of Idaho. As a key member of our Division of Administration, you will play a critical role in ensuring the accurate and timely processing of financial transactions.Key ResponsibilitiesProvide financial support to the Controller's Office and other agencies...


  • Boise, Idaho, United States Insight Global Full time

    **Job Summary:**The Financial Specialist will be responsible for managing and analyzing financial data, ensuring accuracy in general ledger entries, and overseeing cash management and cash flow processes for state agencies. The ideal candidate will have experience with Infor and a strong understanding of financial principles.**Key Responsibilities:**Maintain...


  • Boise, Idaho, United States Oppenheimer Companies Full time

    Company OverviewOppenheimer Companies Inc is a forward-thinking organization with a diverse range of disciplines, each focused on delivering exceptional value to customers through innovative products and services. Our entrepreneurial spirit drives us to build successful businesses across industries, creating opportunities for growth, responsibility, and...


  • Boise, Idaho, United States Boise State University Full time

    Job Summary: Boise State University is seeking a highly organized and detail-oriented Event Planning Specialist to support the event needs of the College of Arts and Sciences, the School of the Arts, the School of the Environment, and the School for the Digital Future.Key Responsibilities:* Interpret and explain policies and procedures related to event...


  • Boise, Idaho, United States Boise State University Full time

    Job SummaryThe Event Planning Specialist will be responsible for managing the scheduling, event coordination, and calendars for multiple campus venues and facilities using a computerized reservation system.Key ResponsibilitiesInterpret and explain policies and procedures as pertaining to the designated venues.Conduct pre-event planning and coordination...

  • Financial Manager

    1 month ago


    Boise, Idaho, United States Insight Global Full time

    Job Summary:The Financial Specialist will be responsible for overseeing financial data management, ensuring accuracy in general ledger entries, and managing cash flow processes for state agencies.The ideal candidate will have experience with Infor and a strong understanding of financial principles.Key Responsibilities:Maintain and reconcile cash subsystem to...


  • Boise, Idaho, United States Jobot Full time

    Job SummaryWe are seeking a highly skilled and experienced Bookkeeper to join our dynamic Accounting and Finance team. As a key member of our team, you will be responsible for managing our financial records, including purchases, sales, receipts, and payments. You will play a crucial role in maintaining our financial health and ensuring our business...


  • Boise, Idaho, United States MINICK FINANCIAL, PLLC Full time

    Job DescriptionWe are seeking a highly skilled Accounting Professional to join our team at MINICK FINANCIAL, PLLC. As a QuickBooks Tax Preparation specialist, you will be responsible for preparing and reviewing tax returns, as well as providing accounting services to our clients.The ideal candidate will have a strong understanding of accounting concepts and...


  • Boise, Idaho, United States Spieldenner Financial Group Full time

    Job OverviewSpieldenner Financial Group is a leading insurance organization dedicated to providing top-notch mortgage protection solutions to individuals and families. Our team is passionate about helping people achieve financial security and peace of mind.Key ResponsibilitiesSetting Appointments: Reach out to potential clients and schedule meetings to...

Financial Planning Specialist

2 months ago


Boise, Idaho, United States First Command Financial Services Full time

Position Overview:
As a Financial Advisor, you will play a pivotal role in guiding clients towards achieving their financial goals. This position is designed for individuals who are passionate about helping others navigate their financial journeys.

About Us:
At First Command Financial Services, we pride ourselves on our commitment to serving those who serve our nation. Our team is composed of dedicated professionals, many of whom are veterans or military spouses, bringing unique insights and experiences to our clients.

Key Responsibilities:
1. Provide personalized financial advice tailored to each client's unique situation.
2. Develop comprehensive financial plans that encompass investment strategies, retirement planning, and risk management.
3. Build and maintain strong relationships with clients, ensuring their financial needs are met.

Qualifications:
We are looking for individuals who are driven, empathetic, and possess a strong desire to make a difference in the lives of others. A background in finance or related fields is beneficial but not mandatory.

Join Us:
Become part of a team that values integrity, service, and commitment to excellence. Together, we can help our clients achieve financial security and peace of mind.