• • Perspective Wealth Partners (PWP) is a fee-only, SEC-registered RIA, located in Boise, Idaho. The firm was founded in 2006, and serves about 250 households, managing ~$700MM in assets for our clients.

  • In tandem with a first-rate wealth management experience, we are also purposeful about helping our clients live meaningful lives – thereby being a trusted thought-partner in non-financial areas.

  • We are deeply intentional about our welcoming firm culture. Our core values encompass caring, dedication, passion, curiosity, proactivity, purposefulness, integrity, candor, and work/life/community balance.

  • PWP offers competitive compensation including salary and bonus, 401(k), health insurance, and paid time off (PTO). For the successful candidate, we would offer a relocation allowance to offset moving expense.

  • PWP is an Equal Opportunity Employer. We support diversity in the workplace and embrace diversity in the clients we serve.

Associate Financial Advisor

Tax Lead