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Private Wealth Advisor
1 month ago
Description This position is located in our Walnut Creek Office, which is located at: 1220 Oakland Boulevard, Suite 200 Walnut Creek, CA 94596 The Private Wealth Advisor provides world-class service to team’s clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their on-going growth and development. Principal Accountabilities: 1. Business Development - Through connectedness and involvement in the local and broader Christian community creates and seizes business development opportunities to further the mission of the Company and has increasing impact in the lives of both current and potential future clients' lives. Demonstrates a growing ability to create and seize business development opportunities while enhancing the company’s professional presence and image within their community and spheres of influence. Consistently seeks opportunities to obtain influence and develop persuasive skills by networking through small and large groups, one-on-one meetings, instructional opportunities, and speaking engagements in the context of professional organizations, community service organizations, churches, other community groups, etc. Understands the Blue Trust target market and has the ability to evaluate and identify potential referral sources and networks where new opportunities for business may be found. Understands available company resources and uses them appropriately to enhance visibility and understanding of the Blue Trust distinctives in the marketplace. Develops ability to perceive client or prospect needs and converse confidently, reflecting back what client or prospect has conveyed and how Blue Trust can help them, while communicating a passion for what we do and looking for ways to enhance service to existing clients and bring Blue Trust counsel to new clients. Works to acquire leadership skills which focus on client service and business development by seeking wisdom and counsel from others in leadership roles who model biblical servant leadership. 2. Client Service - Serves clients with excellence providing financial guidance in a manner based on the financial planning philosophy and biblical principles upon which Blue Trust serves its client base; through biblical relationships, challenging them in key areas to facilitate growth. Strives to build organizational capacity, create and seize business development opportunities, and maintain a healthy commitment to results. Empathetically listens and can apply biblical principles in the practice of financial investment, life coaching and planning strategies. Seeks to continually increase knowledge of biblical financial principles and scripture memory verses in order to integrate this knowledge into all phases of client conversations and services and in a manner consistent with Blue Trust’s approach to client counsel. Manages an affluent client base by interpreting and delivering new financial plans to new clients and on-going counsel and support to existing clients. Effectively adapts communication style as required to ensure productive interaction with team members and clients - especially related to the varied needs and perspectives inherent in spousal relationships. Appropriately diagnoses the needs of the clients in order to develop and implement excellent financial solutions and actively participate in the timely review of clients' financial information to ensure that their goals and objectives are being met. Work in conjunction with (Sr.) Financial Planner to initiate client meetings, follow up on meetings and responds to client inquiries regarding actions taken to accomplish goals. 3. Team Leadership - Sincerely values people and applies the principles embodied in the Company’s Management Language, leadership principles and core values to lead their team in a manner that respects and values each. Practice the art of leadership by participating in a healthy, productive, continually learning work culture. Approaches work, interactions and relationships in a manner consistent with the Company’s Core Values. Maintains the highest Compliance standards by adhering to the company’s Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry’s regulatory standards to mitigate risk to the company. Requirements Qualifications: Successful completion of Company’s Advisor Test. Demonstrated in-depth knowledge of both the old and new testaments of the Bible, particularly with regard to 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 is required. Degree in Finance, Economics, Accounting or a related field or a Masters in the same fields is preferred. Minimum of two to five (2-5) years prior experience as a Financial Planner and/or Financial Advisor. Certifications, Licenses and Registrations: Certified Financial Planner designation, CPA, or CFA is preferred. Private Wealth Advisors are required to: have or obtain an industry recognized designation (e.g. CFP, CPA, CFA, CMA, ChFC, etc.) within 3 years of assuming their position, and 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. Travel Requirements Travel demands depend upon dispersion of client base and will include frequent travel by car, air, or other reasonable means of transportation and may include overnight travel, to ensure clients are served in a manner consistent with Division’s client service model. A reasonable estimate of the current range is $125,000 to $250,000 per year with benefits This job description is for California only and the salary range listed above is specifically related to the cost of labor for this area. Any offered salary is determined based on internal equity, internal salary ranges, applicant’s skills and prior relevant experience, and certain degrees and certifications. The range is provided in good faith. We may ultimately pay more or less than the posted range. This range may be modified in the future. Blue Trust is an equal opportunity employer #J-18808-Ljbffr
