51 Results for

Financial Services Jobs in Meridian, ID

Jobs

Boise, ID8 days ago

They either focused on wealth management or insurance (not both), and general-purpose CRMs didn't work the way Matt did.\r\n\r\nIn addition to streamlining client communications, Matt wanted analytics and data to make better decisions, but he found it difficult to compile a complete picture without seeing all his clients' policies and account balances in one place. SWIVEL FACILITATES SUCCESS FOR FINANCIAL PROFESSIONALS BY WORKING THE WAY THEY DO SO THEY CAN WORK SMARTER, NOT HARDER.\r\n\r\nWhat we do - \r\nSwivel creates a great quality of life for financial professionals and their clients by personalizing the client experience at scale.

Boise, ID30+ days ago

As a State Farm team member for Colton Brazier - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Boise, ID17 days ago

Working at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.

Boise, ID30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Boise, ID30+ days ago

Remote

$45,000–$55,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Boise, ID30+ days ago

$97,000–$192,000 Per Year

Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.

Boise, ID30+ days ago

Full-time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

New!

Boise, ID5 days ago

Remote

$40,000–$60,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines.

New!

Boise, ID4 days ago

The Agent is responsible for enrolling, educating and supporting Acumen clients throughout their lifecycle with the organization, which involves inbound and outbound phone calls and emails, processing paperwork and manual data entry into multiple databases with a high degree of accuracy. Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service.

Boise, ID30+ days ago

The Agent is responsible for enrolling, educating and supporting Acumen clients throughout their lifecycle with the organization, which involves inbound and outbound phone calls and emails, processing paperwork and manual data entry into multiple databases with a high degree of accuracy. Working hours as established by the hiring manager, while remaining flexible to work occasional weekends, weeknights and/or holidays to meet the needs of the clients we serve.

Boise, ID30+ days ago

Full-time

The IS also supports the Service Department by performing tasks such as special deliveries, facility services up-selling/cross-selling and reporting service issues. - Follow company policies and procedures regarding installation and maintenance of Alsco dispensers and facility service products, managing customer needs and all aspects of service.

Boise, Idaho15 days ago

COMPENSATION & BENEFITS: Stride, Inc. considers a person's education, experience, and qualifications, as well as the position's work location, expected quality and quantity of work, required travel (if any), external market and internal value when determining a new employee's salary level. This position will research, collect, review and monitor financial data in order to build timely and accurate financial models that are able to increase company profit through enhancements of operational efficiencies and resource utilization.

Meridian, ID30+ days ago

Full-time

As a Financial Consultant you'll be the first point of contact for customers looking for financial solutions- and your sales expertise will play a key role in helping them get back on track! Any unsolicited resumes sent to Americor Funding Inc. by an Agency—including those sent to any Company mailing address, fax, email, employee, or the resume database—will be considered the property of the Company.

Meridian, ID10 days ago

$48,800–$68,300

This position will be responsible for all aspects of student financial aid administration including reviewing Institutional Student Information Record (ISIR) and financial aid applications records to determine eligibility for aid, packaging student aid, sending financial aid notifications, processing loans and other aid, all while ensuring compliance with institutional, state, and federal requirements and regulations. Under the supervision of the Idaho College of Osteopathic Medicine (ICOM) Director of Financial Aid, the Financial Aid Coordinator will support the Office of Financial Aid in delivering financial aid information to current and prospective students from application through the student lifecycle and beyond graduation.

Eagle, Idaho30+ days ago

We have built a World Class Service Center and invite you to join a team of people who are committed to a core objective of supporting life changing service and providing professional expertise to the operations and leaders we support. You'll partner closely with field operators and Service Center leaders to deliver accurate, timely, decision-useful financial information - and help strengthen financial discipline across a decentralized, fast-growing organization.

Boise, ID30+ days ago

Lead and manage the Accounts Payable team, fostering a culture of excellence, collaboration, and continuous improvement while overseeing day-to-day operations to ensure efficient workflows, accuracy and timeliness in invoice posting and payment processing, correct reporting, and compliant data management. Actual base salary will be determined by a variety of factors, including but not limited to, the scope of the role, relevant experience, job-related knowledge, education and training, key skills, and geographic market considerations.

Boise, ID30+ days ago

Remote

As a Senior Project Manager at Rocket Software, you will lead the delivery of primarily complex modernization projects primarily for Application Modernization and Connectivity, typically ranging from $500k to $2M in services revenue, and occasionally overseeing more complex transitions or transformations valued up to $10M. + Collaborate closely with Sales to proactively identify and pursue additional revenue opportunities, particularly for complex, high-risk engagements, by leveraging on-the-ground insights during project delivery to align emerging customer needs with Rocket’s broader solutions portfolio.

Eagle, Idaho30+ days ago

Pennant Services is one of the most dynamic and progressive companies in the rapidly expanding senior living, home health, hospice, and home care industries, and we're looking for an Assistant Financial Controller to join our world-class Service Center team. We have built a World Class Service Center and invite you to join a team of people who are committed to a core objective of supporting life changing service and providing professional expertise to the operations and leaders we support.

Boise, ID30+ days ago

Working with dyad medical directors accountable for developing and executing strategies and business plans to support the organizational mission and growth services to support SAHS regional hospital programs; leading and coordinating strategic initiatives across multiple sites and through various strategic alliances. Position has responsibility for SAMG operational and financial performance for hospital-based services to include day-to-day operational workflow, development of services, and clinic financial management, and achievement of Trinity Health Medical Group key performance goals.

Boise, ID30+ days ago

Full-time

Work with cloud providers and internal teams to optimize cloud networking, including virtual networks, VPNs, and inter-cloud connectivity for scalable enterprise workloads. This role ensures reliable, secure, and scalable connectivity across all business locations, leads network projects, and works with a team of network professionals to support organizational goals.

Boise, ID30+ days ago

Remote

Full-time

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at applicantaccom@maximus.com.

Boise, Idaho12 days ago

Join Allied Universal as an Access Control Officer at a dynamic tech, media, and telecom location, where you will help manage entry activity, verify badges and/or credentials, conduct routine patrols, and remain visible to help deter security-related incidents. Provide customer service to employees, visitors, and/or contractors by carrying out access control procedures, site-specific policies, and when appropriate, emergency response activities at a technology-focused location.

New!

Nampa, ID4 days ago

$40,000–$60,000 Per Year

The Bryan Howell Agency with Farmers Insurance is a fastgrowing, customerfocused team dedicated to protecting what matters most to our clients. Were looking for a motivated, energetic Customer Service Representative who thrives in a team environment and enjoys helping people.

Meridian, ID30+ days ago

$22.62–$33.94 Per Hour

Gain an understanding of telecommunication products and services: Inside Wiring/Cable, Internet/Intranet, Bonding & Grounding, Data & Computers/Transmission Concepts, Fiber Optic Transmission, Static Sensitive Equipment, Color Codes, Structured Wiring, Video/CATV/DBS Installation, Inventory Systems, Cable Locating, Battery Maintenance, Key Systems/PBX, Centrex, Switch Maintenance, Voicemail, Special Circuits, Fiber Terminals, Subscriber CXR Terminals, T-1s, ISPs, DSL, ISDN Voice & Data, Testing & Certifying Loops To Support Data, Voice, and/or Video. TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide.

Boise, ID30+ days ago

Remote

$80–$90 Per Hour

This role will lead complex system implementation efforts across loan servicing, capital markets, and investor/loan accounting functions while partnering with business, technology, and integration leaders to drive execution, manage risk, and maintain alignment across workstreams. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service.

New!

Boise, ID4 days ago

$145,600–$167,400 Per Year

Guided by our mission to make the world's health data secure, accessible and actionable, we provide critical data solutions for organizations across the healthcare ecosystem - including providers, health plans, researchers, and life sciences companies. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.

Nampa, ID30+ days ago

We purchase these items directly from our nonprofit partners, redirecting billions of pounds of used items away from landfills and on to our store racks and shelves for reuse, and providing our partners with valuable funding for their community-based programs and services. Summary & Positions: At Savers / Value Village ou rCustomer Service Associates create an awesome experience for our Customers, Donors and other Team Members.

Meridian, ID30+ days ago

$25.13–$37.69 Per Hour

Understanding of telecommunication products and services: Inside Wiring/Cable, Internet/Intranet, Bonding & Grounding, Data & Computers/Transmission Concepts, Fiber Optic Transmission, Static Sensitive Equipment, Color Codes, Structured Wiring, Video/CATV/DBS Installation, Inventory Systems, Cable Locating, Battery Maintenance, Key Systems/PBX, Centrex, Switch Maintenance, Voicemail, Special Circuits, Fiber Terminals, Subscriber CXR Terminals, T-1s, ISPs, DSL, ISDN Voice & Data, Testing & Certifying Loops To Support Data, Voice, and/or Video. TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide.

Boise, ID7 days ago

The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. Your video interview is reviewed by a member of our Recruitment team and our top candidates are invited to meet with our team in a store, specialty wholesale branch, floorcovering facility or delivery service terminal.

New!

Nampa, ID4 days ago

Meridian, ID30+ days ago

Remote

Full-time

This remote position offers unlimited earning potential and flexible scheduling for driven sales professionals passionate about financial services and client success. Legacy Harbor Advisors seeks a motivated Remote Customer Sales Associate to join our award-winning team.

New!

Boise, ID4 days ago

$90,000–$125,000 Per Year

Associate Private Wealth Advisors are not expected to develop new client relationships; they are responsible for the delivery of the financial plan and the primary point of contact for onboarded clients. • Directly oversee a team of 1-2 Client Servicing Associates and collaborate effectively with the Financial Planning, Investment, and Marketing teams.

Eagle, ID30+ days ago

$65,000–$76,800 Per Year
Full-time

Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. The Investments Relationship Manager acts as a central point of contact for a variety of member investment needs, ensuring continuity of high-quality service, product delivery, and responsiveness to client needs.

BOISE, ID30+ days ago

Remote

$500–$30,000

As a Remote Sales Professional, you will be responsible for identifying and pursuing new business opportunities, building and maintaining client relationships, and promoting our financial services products. The ideal candidate will have 1-3 years of experience in sales, with a proven track record of meeting and exceeding sales targets.

Nampa, ID30+ days ago

Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

Meridian, ID30+ days ago

Part-time

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.

Nampa, ID30+ days ago

$120,000–$180,000

You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

Meridian, ID17 days ago

Handle and count currency, cash, and coins to include managing a cash drawer, counting cash deposits, moving cash from secure safe to cash drawer,and other cash handling requirements;may be responsible for bank deposits or bank pick-ups. Through professional partnerships, CNG provides a wide range of convenient and accessible financial products and services designed to improve customers’ financial situations, thereby filling a need and delivering value to our customers.

Garden City, ID17 days ago

EDUCATION AND/OR EXPERIENCE High School Diploma or General Education Degree (GED) required Banking or related experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. Identifies referral opportunities to other lines of business—including, but not limited to, Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management—consistently utilizing 360 View to document referrals and other client activity.

Boise, ID30+ days ago

$45,000–$55,000

We set ourselves apart by delivering creative financing solutions, leveraging cutting-edge technology, and maintaining an agile, in-house servicing team that ensures quick funding and a seamless process. This is more than a traditional support role — it’s an opportunity to gain hands-on experience in the construction lending industry while working directly alongside a seasoned, highly successful leader.

Nampa, Idaho11 days ago

$80,000–$110,000 Per Year

Master existing training programs while contributing to the development and execution of new ones, ensuring the sales team is equipped with the knowledge, skills, and strategies needed to close deals and exceed their goals. To Apply:If you're passionate about sales, have a proven track record in coaching others, are committed to serving and strengthening community, and relentless in your drive for personal and professional growth, we want to hear from you!

Emmett, ID10 days ago

EDUCATION AND/OR EXPERIENCE High School Diploma or General Education Degree (GED) required Associate's Degree preferred 4-6 years experience in the banking industry to include supervisor or management experience required Consumer and Small Business lending origination experience preferred LICENSES AND CERTIFICATIONS Valid Driver’s License required Registered Mortgage Loan Originator per the SAFE Act required Notary Certification preferred PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. Identifies referral opportunities to other lines of business including but not limited to Home Loans, Treasury Solutions, Merchant Services, Small Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity.

Boise, ID16 days ago

Remote

In this fully remote role, you will be the first point of contact for prospective clients, helping them understand our products and guiding them toward solutions that fit their financial goals. We are looking for a motivated and coachable entry-level sales representative to join our growing financial services team.

Meridian, ID30 days ago

Full-time

Establish Cloud Governance & Financial AccountabilityPartner with Finance and Engineering leadership to implement cost visibility, chargeback models, capacity planning, and cloud guardrails that enable fast innovation with responsible consumption. Manager of Cloud Platform EngineeringAmerican Credit Acceptance is seeking a forward-thinking leader to build and operate a modern, AI-enabled Cloud Platform Engineering organization that powers every application, workload, and engineering team in the company.

Boise, ID30+ days ago

Full-time

As a Client Acquisition Representative, you will focus on identifying client needs, presenting appropriate financial solutions, and building long-term professional relationships. If you enjoy building relationships, connecting with new people, and introducing valuable financial solutions, this opportunity can provide the flexibility and income potential you’re seeking.

Meridian, ID7 days ago

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation.

Boise, ID30+ days ago

Full-time

Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.

Nampa, ID18 days ago

Your level of success will depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area. We prioritize fast pay, low startup costs, and hands-on training, so you can focus on learning the role and building income from day one.

New!

Meridian, ID5 days ago

Full-time

Reports toDirector of Information SecurityLocationBoise, ID - OnsiteEmployment TypeFull‑timeTravel0–10% (as needed for site visits, projects, or audits)On‑CallMay participate in a rotating on‑call schedule for security engineering supportKey Responsibilities. Lead configuration hardening initiatives using industry benchmarks (e.g., CIS) and establish secure configuration baselines for common platforms (Windows, Linux, network devices, cloud services).

Boise, Idaho30+ days ago

$61,000–$101,000 Per Year

American Senior Benefits, a leading insurance marketing group, provides extensive support, competitive compensation, diverse products, comprehensive training, and effective marketing resources to our agent partners. Flexible Schedule, Hands-on Training, Career Growth Opportunities, Mon-Fri Schedule, Unlimited Earning Potential.

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Financial Services Jobs in Meridian, ID

Account Manager - Swivel CRM Swivel CRM

Insurance and Financial Services Position - State Farm Agent Team Member Colton Brazier - State Farm Agent

Account Executive – Financial Services Sage

Financial Advisor First Command Financial Services, Inc.

Financial Planning Associate (Remote) Davis Family Financial LLC

Financial Representative - Seeking Growth Anderson Region - Modern Woodmen of America

Personal Financial Counselor- Boise, ID Magellan Health Services, Inc.

Billing Specialist - Shared Services Insurance Office of America

Acumen Client Services Agent - ID RISE INC FAMILY

Client Services Agent - Boise, ID Acumen Fiscal Agent

Facility Services Installer Alsco

Financial Analyst Stride, Inc.

Financial Consultant- Debt Relief Americor

Financial Aid Coordinator Idaho College of Osteopathic Medicine

Financial Controller Pennant Services

Manager, Accounting Services Serco

Senior Project Manager (Professional Services) Rocket Software

Assistant Financial Controller Pennant Services

Executive Director Hospital Based Services Masco Corporation

Network Services Engineer Senior Boise Cascade Company

Financial Systems Analyst (Remote) Maximus

Security Officer - Credential Check Services Allied Universal

Licensed CSR Bryan Howell Farmers Insurance

Field Service Technician TDS Telecom

Program Manager – Loan Servicing / Capital Markets Systems (Consulting) SolomonEdwards

Vice President, Service Delivery Datavant

Customer Service Associate Savers / Value Village

Field Service Technician-Network TDS Telecom

Multi-Location Customer Service Specialist Sherwin-Williams

Bilingual Customer Service Specialist (Spanish) Sherwin-Williams

Remote Customer Sales Associate Legacy Harbor Advisors

Associate Private Wealth Advisor Lead Advisor

Investments Relationship Manager First Technology Federal Credit Union

Remote Sales Professional Reid Agency

Senor Home Lending Advisor, Boise, ID JPMorgan Chase Bank, N.A.

Part Time Associate Banker Idaho (30 hours) JPMorgan Chase Bank, N.A.

Managing Director WealthBridge Financial Group

Assistant Store Manager-Meridian CNG Holdings Inc

Associate Community Banker First Interstate Bank

Administrative Assistant Builders Capital Exchange

B2B Sales Representative & Trainer R.I.S.E. Financial

Community Branch Manager First Interstate Bank

Sales Agent | Training Provided Oak Ridge Recruiting

Manager, Cloud Platform Engineering American Credit Acceptance

Client Acquisition Representative Summit Sky Consulting

Administrative Assistant Crosscountry Mortgage

Business Relationship Manager Sr. Acquisition JPMorgan Chase Bank, N.A.

Sales Representative Spieldenner Financial Group

Senior Security Controls Engineer American Credit Acceptance

ID-Boise Insurance Advisor AMERICAN SENIOR BENEFITS LLC

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