Financial Advisor

Inspire is the world's largest provider of faith-based ETFs, recognized for our commitment to innovation and excellence in the biblically responsible investment industry. Voted the best small company to work for in southwest Idaho, we offer a collaborative, purpose-driven environment where values like stewardship and integrity are at the core of everything we do. Join our team and contribute to meaningful growth in a company that leads with impact and vision in the global market.

Why work here?

We seek to inspire transformation for God's glory throughout the world; come change the world with us! Our offices are located in the vibrant atmosphere of The Village in Meridian, Idaho

About Inspire:

We are a Christian faith based financial organization seeking to inspire transformation for God's glory throughout the world. We are looking for like-minded and mission driven team members to join the movement. Please visit www.inspireinvesting.com to learn more.

Overview

This job description is meant to serve only as a guideline. During the actual course of business, employees and volunteers may be called on to accomplish tasks and perform duties outside of what is listed herein and will be expected to perform those duties, both listed below and those not listed below, with enthusiasm according to Inspire’s BEST Values of Blessing, Excellence, Stewardship and Transformation.

Financial Advisor Responsibilities

Inspire’s Financial Advisors serve as Investment Adviser Representatives (IARs) under Inspire Advisors while employed as W2 employees of Inspire Investing, LLC. Advisors are responsible for delivering holistic financial planning and investment advisory services while building and managing a book of business aligned with Inspire’s mission.

Responsibilities include, but are not limited to:

• Providing comprehensive financial planning and investment advisory services to clients in a fiduciary capacity, always acting in the client’s best interest.


• Prospecting for new clients and cultivating relationships through personal outreach and firm-provided leads.


• Developing and delivering customized financial plans based on client goals, values, and financial situations.


• Opening, managing, and servicing client accounts, including ongoing portfolio oversight and client communication.


• Providing ongoing advice and relationship management to maintain and grow client relationships over time.


• Utilizing Inspire Advisors’ practice management systems, technology tools, and compliance processes effectively.


• Maintaining accurate client records and fulfilling administrative responsibilities such as CRM updates, documentation, and compliance reporting.


• Collaborating with internal teams to ensure a seamless client experience and alignment with firm strategy.


• Participating in training, onboarding, and continued professional development initiatives.

Representing Inspire in a professional manner consistent with the firm’s mission and values.