Career Center

Berkeley, Inc. is seeking an Associate Financial Planner & Relationship Manager. We are a Boise-based independent fee-only financial advisor with (currently) five employees.  As a firm, we take our duty to do our best for clients and to enjoy ourselves at work very seriously.  This individual will work closely with the lead advisors and our team of Advisors to support the financial planning process for ongoing clients and our standalone planning services.  You will be a part of most client meetings, managing planning related follow-ups and keeping financial plans on track.  This person will do planning input, follow-up, write-up and delivery from start to finish.  Ultimately, this person will develop their own client relationships once Berkeley strategy and ethos have b