Financial Advisor, Everyday Steward

Blue Trust•Houston, TX

12d•Onsite

About The Position

For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states. Everyday Steward® clients typically range from those getting started to those with an investable net worth ranging from $100,000 up to $1 million. For those desiring to utilize objective, biblical principles in their investments, cash flow management, financial planning (retirement, insurance, tax, and estate), and giving, Blue Trust’s Everyday Steward® advisors can serve as their clients’ “stewardship coaches” so they can focus on living a life of purpose.

Requirements

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
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
Certified Financial Planner designation, CPA, or CFA is preferred.
Financial Advisors are required to have or obtain the Certified Financial Planner and Kingdom Advisor designations within 2 years of assuming their position.

Responsibilities

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.
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.
Effectively adapt communication style as required to ensure productive interaction with team members and clients.
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.
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 Blue Trust’s philosophy into client counsel and services.
Understands and holds self-accountable to hit Division’s Advisor metrics.
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.
Practice the art of leadership by positively contributing to a healthy, productive, continually learning work culture.
Actively integrates biblical principles in day-to-day behavior, exhibiting unremitting integrity and strong moral character.
Approaches work, interactions and relationships in a manner consistent with the Company’s Core Values.
Demonstrates computer literacy and knowledge of specialized office programs and competency in utilizing software applications that are company specific, e.g. eMoney, Salesforce (CRM), Orion, and others.
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 company