Financial Planner

Job Type: Full-time

The Financial Planner at Ronald Blue & Co. is responsible for communicating effectively with clients and co-workers, analyzing confidential client information, and integrating biblical principles into customized financial plans to help clients and their families achieve their goals.

1. Customized Financial Planning: Prepares tailored financial plans that incorporate client information and are consistent with client goals, while adhering to the company's financial planning philosophy and principles.
2. Investment Transactions: Initiates investment transactions in accordance with instructions from the Advisor, utilizing company trading software and performing tasks such as tax loss harvesting, account rebalancing, and account reviews.
3. Client Support: Supports (Sr.) Financial Advisor or Managing Director with client meetings and interactions, ensuring all materials and financial plans are in good order, recording meeting notes, and preparing follow-up letters.
4. Professional Development: Strives to grow and develop a skillset to enhance contribution to client relationships, pursuing certifications such as CFP, and continually increasing knowledge of the financial planning philosophy and biblical principles.
5. Compliance and Risk Management: Maintains the highest Compliance standards by adhering to company guidelines, Compliance policies, professional designation standards, and industry regulatory standards to mitigate risk to the company.

Qualifications

• Demonstrated in-depth knowledge of biblical principles related 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.

Requirements

• 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 PlannerTM 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.