Financial Planner

1 week ago

Walnut Creek, United States Ronald Blue & Co Full time

Job Type

Full-time

Description

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.

Principal Accountabilities:

1. 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.

  • Utilizing input from the client, prepares customized financial plan that incorporates client information and is consistent with client goals.
  • Develops high quality, accurate, attractive, and professional reports and presentations that reflect and incorporate Blue Trust's financial planning philosophy and principles into the client recommendations.
  • Provides cash flow analysis including bonus payments and stock option planning.
  • Assesses gifting opportunities of cash, securities, or other property.
  • Assists with tax planning to estimate tax withholding settings or quarterly tax payments, plans for cash, securities or other property gifting opportunities, bonus payments, and stock option planning.
  • Prepares recommendations for clients utilizing planning expertise and knowledge of client's goals and circumstances, integrating Biblical principles and wisdom into the financial recommendations in a manner consistent with Blue Trust's financial planning philosophy.
  • Exhibits technical knowledge and competency in cash flow planning, tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning.
  • Adept at utilizing Planning software deployed within the Division.
2. Initiates investment transactions in accordance with instructions from the Advisor.
  • Implements investment transactions utilizing company's trading software.
  • Performs other investment management tasks such as tax loss harvesting, account rebalancing, and account reviews.
3. Supports (Sr.) Financial Advisor or Managing Director with client meetings and other interactions including such things as:
  • Ensures all materials and financial plans are in good order in advance of scheduled meeting.
  • Records meeting notes.
  • Prepares follow-up letters for clients, demonstrating solid professional business-writing skills.
  • Handles follow up on action items as appropriate.
  • Effectively responds to client and outside vendor inquiries or needs as required.
  • Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs.
4. Strives to grow and develop appropriate skillset to enhance contribution to client relationships including such things as:
  • Actively pursues CFP® or other similar professional designation to enhance financial planning or advisory skillset and knowledge.
  • 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 to integrate Blue Trust's philosophy into client counsel and services.
  • Approaches work, interactions, and relationships in a manner consistent with the company's Core Values.
  • Demonstrates competence in general business skills and pursues general mastery of appropriate technical and leadership skills to support team and client needs, as well as long-term career growth.
5. Demonstrates computer literacy and knowledge of specialized office programs and competency in utilizing software applications that are company specific, e.g. eMoney, Orion, etc.

6. 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.

Qualifications:
  • 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.
Requirements

Education, Experience & Skills:
  • 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 strongly preferred.
Certifications, Licenses and Registrations:
  • Certified Financial Planner™ designation is strongly preferred.
  • Additional education and credentials are a plus, such as a Master of Financial Planning, MBA, ChFC, or CPA.
Travel Requirements:
  • Travel demands depend upon client base in assigned territory and may include occasional travel by car, air, or other reasonable means of transportation, to ensure clients are served in a manner consistent with Division's client service model.


A reasonable estimate of the current range is $75,000 to $85,000 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.

Salary Description

$75,000 to $85,000 per year with benefits

  • Financial Planner

    3 weeks ago

    Walnut Creek, California, United States Ronald Blue & Co Full time

    Job SummaryThe Financial Planner will communicate effectively with clients and colleagues, analyze confidential client information, and integrate biblical principles into customized financial plans to help clients and their families achieve their goals.Key Responsibilities:Develop and implement customized financial plans tailored to clients' needs and...

  • Senior Internal Financial Planner

    2 months ago

    Walnut Creek, United States Destination Wealth Management Full time

    Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Senior Internal Financial Planner.  This is not a business development role. This position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an...

  • Senior Internal Financial Planner

    2 months ago

    Walnut Creek, United States Destination Wealth Management Full time

    Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Senior Internal Financial Planner.  This is not a business development role. This position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an...

  • Financial Planning Specialist

    2 weeks ago

    Walnut Creek, California, United States Ronald Blue & Co Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Ronald Blue & Co. As a key member of our team, you will be responsible for providing world-class financial guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive...

  • Senior Internal Financial Planner

    2 months ago

    walnut, United States Destination Wealth Management Full time

    Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Senior Internal Financial Planner.  This is not a business development role. This position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an...

  • Senior Internal Financial Planner

    3 weeks ago

    walnut, United States Destination Wealth Management Full time

    Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Senior Internal Financial Planner.  This is not a business development role. This position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an...

  • Wealth Strategist

    3 weeks ago

    Walnut Creek, California, United States Fidelity Investments Full time

    Job Title: Vice President, Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Fidelity Investments. As a key member of our wealth management team, you will be responsible for providing personalized and dedicated financial planning services to our clients.Key Responsibilities:Develop and implement comprehensive...

  • Sr Work Planner

    1 week ago

    West Creek, United States Exelon Full time

    Who We Are We're powering a cleaner, brighter future. Exelon is leading the energy transformation, and we're calling all problem solvers, innovators, community builders and change makers. Work with us to deliver solutions that make our diverse cities and communities stronger, healthier and more resilient. We're powered by purpose-driven people like you...

  • Wealth Planning Expert

    3 weeks ago

    Walnut Creek, California, United States Fidelity TalentSource LLC Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Planner to join our team at Fidelity Investments. As a Wealth Planner, you will be responsible for providing personalized and dedicated financial planning services to our valued clients. You will work closely with clients to understand their financial goals and develop comprehensive wealth...

  • Senior Financial Planning Specialist

    2 weeks ago

    Walnut, California, United States Destination Wealth Management Full time

    Destination Wealth Management is a rapidly growing wealth management firm seeking a Senior Internal Financial Planner to join its team. This role focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure.This position is ideal for someone who enjoys working in a team...

  • Wealth Management Strategist

    3 weeks ago

    Walnut Creek, California, United States Fidelity Investments Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Planner to join our team at Fidelity Investments. As a Wealth Planner, you will be responsible for providing personalized and dedicated financial planning services to our valued clients.Key ResponsibilitiesDevelop and implement comprehensive wealth management plans for clients, taking into...

  • Wealth Strategist

    4 weeks ago

    Walnut Creek, California, United States Fidelity TalentSource LLC Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Planner to join our team at Fidelity Investments. As a Wealth Planner, you will be responsible for providing personalized and dedicated financial planning services to our valued clients. Your passion, expertise, and commitment to building long-standing relationships will be essential in...

  • Demand Planner

    4 months ago

    Oak Creek, United States Stella & Chewy's Full time

    This position will be a hybrid position, requiring you to be onsite a minimum of 3 days a week in Oak Creek, WI.At Stella & Chewy’s, it’s our mission to help pets and pet parents thrive through the love of raw. If that noble mission appeals to you, we’d love to talk to you about joining our pack. We are located in Oak Creek, WI, a suburb south of...

  • Demand Planner

    4 months ago

    Oak Creek, United States Stella & Chewy's Full time

    This position will be a hybrid position, requiring you to be onsite a minimum of 3 days a week in Oak Creek, WI.At Stella & Chewy’s, it’s our mission to help pets and pet parents thrive through the love of raw. If that noble mission appeals to you, we’d love to talk to you about joining our pack. We are located in Oak Creek, WI, a suburb south of...

  • Demand Planner

    1 month ago

    Oak Creek, United States Stella & Chewy's Full time

    This position will be a hybrid position, requiring you to be onsite a minimum of 3 days a week in Oak Creek, WI.At Stella & Chewy’s, it’s our mission to help pets and pet parents thrive through the love of raw. If that noble mission appeals to you, we’d love to talk to you about joining our pack. We are located in Oak Creek, WI, a suburb south of...

  • Wealth Management Professional

    2 weeks ago

    Walnut Creek, California, United States Mercer Advisors Full time

    Job SummaryThe Wealth Advisor and Senior Wealth Advisor roles at Mercer Advisors focus on deepening relationships with high net worth clients and growing their practice through referrals. Our team of experts provides a unified approach to managing clients' financial lives, including planning, investing, taxes, estate, insurance, and more.Key...

  • Senior Account Executive

    2 weeks ago

    Walnut Creek, California, United States Unum Full time

    Job Summary:The Senior Account Executive - Integrated Sales role at Unum is a key position that contributes to sales goals by building relationships with insurance professionals and educating them on Unum's products. This role requires a strong understanding of Unum's value proposition, products, and services, as well as excellent communication and...

  • Senior Account Executive

    2 weeks ago

    Walnut Creek, California, United States Unum Full time

    Role OverviewThe Senior Account Executive is a key member of the Unum team, responsible for driving sales growth and achieving profitable revenue targets. This role requires a strong understanding of the insurance industry, as well as excellent communication and relationship-building skills.Key ResponsibilitiesBuild and maintain relationships with insurance...

  • Wealth Management Specialist

    2 weeks ago

    Walnut Creek, California, United States Mercer Advisors Full time

    Job Title: Wealth Advisor IIMercer Advisors is a leading wealth management firm that provides comprehensive financial planning and investment services to high net worth individuals and families.We are seeking a highly skilled and experienced Wealth Advisor II to join our team. As a Wealth Advisor II, you will work closely with our clients to understand their...

  • Wealth Advisor

    1 month ago

    Walnut Creek, United States Mercer Global Advisors Inc. Full time $75,000 - $300,000

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...