Financial Planner

Blue Trust • Deerfield, IL

5d • $65,000 - $90,000

About The Position

The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates biblical principles into customized financial plans to help clients and their families achieve their goals.

Requirements

• Demonstrated in-depth knowledge of those portions of both the Old Testament and New Testament of the Bible with scriptural references to money and finances, and ability to apply and integrate this knowledge into all phases of client counsel.
• Proven technical, analytical, and problem-solving skills.
• Strong general knowledge of financial planning and investment management.
• Strong business mathematical skills and keen attention to detail.
• Personal integrity and ability to discreetly handle confidential data.
• Ability to prioritize and complete multiple time-sensitive tasks.
• Strong communication skills, both verbal and written.
• Ability to excel in a team environment.
• Aptitude and passion for learning.
• Desire to serve clients and co-workers with excellence.
• Proficiency in Microsoft Office with a high level of expertise in MS Excel.
• Bachelor's degree in business, finance, accounting, or financial planning is required.
• Minimum of three (3) years' prior financial planning and/or financial service experience is preferred.

Nice To Haves

• Certified Financial Planner™ designation is preferred.
• Additional education and credentials are a plus, such as a Master of Financial Planning, MBA, ChFC, or CPA.

Responsibilities

• Prepares customized financial plans in a manner that is tailored to the needs of the clients and consistent with the team leader’s goals and preferences.
• Initiates investment transactions in accordance with instructions from the Advisor.
• Supports (Sr.) Financial Advisor or Managing Director with client meetings and other interactions
• Strives to grow and develop appropriate skillset to enhance contribution to client relationships
• 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, etc.)
• Maintains the highest Compliance standards by adhering to the company’s Human Resources guidelines, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees