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Full-timeDescriptionThe Financial Advisor, Everyday Steward Division, is responsible for securing, managing and enhancing client relationships, integrating each client’s financial information to develop and implement customized financial plans. This position is also responsible for leveraging the division’s client service model in order to enhance efficiencies and deliver high quality financial planning and investment management services in timely accurate manner.
Principal Accountabilities:
1. Demonstrates ability to create and seize business development opportunities while enhancing the company’s professional presence and image within the community and his/her sphere of influence.
- Effectively converts qualified prospects into clients.
- Appropriately diagnoses the needs of the clients in order to develop and implement a customized financial plan consistent with clients needs.
- Actively seeks to integrate the financial planning philosophy and biblical principles upon which Blue Trust seeks to serve its clients in providing financial planning and investment management services.
- Conducts periodic reviews of clients' financial information in accordance with the Everyday Steward service model to ensure that client goals and objectives are being met.
- Provides excellent service, support and financial guidance to clients based on the financial planning philosophy and biblical principles upon which Blue Trust serves its client base by supporting/facilitating implementation of the client’s customized financial plan.
- Effectively communicates and interfaces with the broader team to ensure all applicable processes and procedures are being adhered to.
- Periodically reviews client base, facilitating inter-company transfers if needed, to ensure clients are being served in the division that is best suited to meet their needs.
2. Manages an Everyday Steward client base, delivering new financial plans and Investment Management services to new clients and on-going Investment Management services and plan updates to existing clients.3. Effectively adapt communication style as required to ensure productive interaction with team members and clients.4. Strives to build organizational capacity, by understanding and adhering to Division’s workflows and processes in order to support division in meeting its profitability goals/margins. 5.
Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses in order to integrate RBT’s philosophy into client counsel and services.6. Understands and holds self-accountable to hit Division’s Advisor metrics.7. Work in conjunction with broader team to initiate client meetings, follow up on meetings and respond to client inquiries regarding actions taken to accomplish goals.8. Practice the art of leadership by positively contributing to a healthy, productive, continually learning work culture.9. Actively integrates biblical principles in day-to-day behavior, exhibiting unremitting integrity and strong moral character.10. Approaches work, interactions and relationships in a manner consistent with the Company’s Core Values.11. Demonstrates computer literacy and knowledge of specialized office programs and competency in utilizing software applications that are company specific, e.g. eMoney, MS Dynamics (CRM), Laserfiche (DMS), Orion, and others.12. Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies, Everyday Steward’s workflows and processes, professional designation standards, and our industry's regulatory standards to mitigate risk to the companyRequirements
- Successful completion of Company’s Everyday Steward Advisor Test
- Demonstrated in-depth knowledge of those portions of both the old and new testaments of the Bible with scriptural references to money and finances, and an ability to apply and integrate this knowledge into all phases of client counsel.
- Demonstrated ability to simplify complex financial issues
- Desire to serve clients and co-workers with excellence
- Aptitude and passion for learning new things with a strong work ethic
- Proven technical, analytical, and problem solving skills
- Proactive planning and responsiveness to urgent needs
- Capability to excel in a team environment
- Strong communication skills, both verbal and written
- Strong organization skills and systems acumen
- Strong business mathematical skills and keen attention to detail
- Personal integrity and ability to discreetly handle confidential data
- Adept at prioritization with ability to complete multiple time-sensitive tasks
- Good computer skills with proficiency in Microsoft Office
- Comfortable working in a professional environment that requires flexibility and responsiveness
Education, Experience & Skills:
- Bachelor's degree in Finance, Economics, Accounting or a related field or a Master in the same fields is preferred
- Prior experience as a (Sr.) Financial Planner or Financial Advisor is preferred
Certifications, Licenses and Registrations:
Certified Financial Planner designation, CPA, or CFA is preferred. Financial Advisors are required to have or obtain the Certified Financial Planner designation within 2 years of assuming their position and the Certified Kingdom Advisor designation within three years of assuming their position. In addition, Financial Advisors should have all professional requirements to register in the state in which their office is located and any additional states where the advisor's clients dwell.
