Financial Planner

7 days ago


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

The 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 consistent with the team leader's goals and preferences.
  • Prepare high-quality, accurate, and professional reports and presentations that reflect and incorporate Blue Trust's financial planning philosophy and principles into client recommendations.
  • Provide cash flow analysis, including bonus payments and stock option planning, and assess gifting opportunities of cash, securities, or other property.
  • Assist with tax planning to estimate tax withholding settings or quarterly tax payments, plan for cash, securities, or other property gifting opportunities, bonus payments, and stock option planning.
  • Prepare recommendations for clients utilizing planning expertise and knowledge of clients' goals and circumstances, integrating biblical principles and wisdom into the financial recommendations in a manner consistent with Blue Trust's financial planning philosophy.

Requirements:

  • Demonstrated in-depth knowledge of the Bible 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.

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 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.

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.


  • Wealth Planner

    4 weeks ago


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

    Job Description:We are seeking a highly skilled and experienced Wealth Planner to join our team. As a Wealth Planner, you will be responsible for providing personalized and dedicated financial planning services to our clients, helping them achieve their financial goals and objectives.The ideal candidate will have a strong background in financial planning,...


  • 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...


  • Walnut Creek, California, United States Destination Wealth Management Full time

    Senior Internal Financial PlannerDestination Wealth Management is a rapidly growing Wealth Management firm seeking a Senior Internal Financial Planner to join our team.This is a unique opportunity for a seasoned financial planning professional to work in a team-based structure, interacting with a wide range of clients and contributing to the growth and...

  • Wealth Strategist

    1 week 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...


  • 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 valued clients.The RoleAs a Wealth Planner, you will be responsible...


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

    Job SummaryWe are seeking a highly skilled and motivated Private Wealth Advisor to join our team at Ronald Blue & Co. As a Private Wealth Advisor, you will be responsible for providing world-class service to our clients, developing and implementing financial plans, and leading a team of financial professionals.Key ResponsibilitiesBusiness Development:...


  • 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...


  • 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...


  • 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

    2 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...


  • 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...


  • Walnut Creek, California, United States The Ladders Full time

    Job TypeFull-timeDescriptionThe Wealth Management Consultant plays a pivotal role in delivering exceptional service to clients while actively pursuing opportunities to attract new clientele. This position emphasizes leadership, guiding team members towards their professional growth and success.Key Responsibilities:1. **Business Development** - Engage with...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...

  • 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

    4 weeks 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 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’...

  • Load Planner

    2 weeks ago


    OAK CREEK, United States Penske Truck Leasing Full time

    Position Summary: Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and...

  • Load Planner

    1 week ago


    OAK CREEK, United States Penske Truck Leasing Full time

    Position Summary: Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and...

  • Load Planner

    2 weeks ago


    OAK CREEK, United States Penske Truck Leasing Full time

    Position Summary: Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and...

  • Load Planner

    2 weeks ago


    OAK CREEK, United States Penske Truck Leasing Full time

    Position Summary: Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and...


  • Battle Creek, Michigan, United States WK Kellogg Co Full time

    At WK Kellogg Co, we strive to create a positive impact on people and the planet. Our Finance team plays a crucial role in helping us achieve this vision by making strategic monetary decisions. We are passionate about doing our part to make nutritious foods, create social connectivity, and respect natural resources.Our Finance team members are strategic...

  • Load Planner

    7 days ago


    Oak Creek, WI, United States Penske Truck Leasing Full time

    Position Summary:Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and functions...

  • Load Planner

    5 days ago


    Oak Creek, WI, United States Penske Truck Leasing Full time

    Position Summary: Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and...

  • Finance Opportunities

    4 weeks ago


    Battle Creek, Michigan, United States WK Kellogg Co Full time

    At WK Kellogg Co, we strive to create a positive impact on people and the planet. Our finance team plays a crucial role in helping us achieve our vision. We are passionate about making key monetary decisions that drive our growth and success. Our finance team members are strategic planners, analysts, and forecasters who help us make informed decisions. We...


  • Oak Creek, Wisconsin, United States Penske Truck Leasing Full time

    Job Summary:Penske Logistics is seeking a skilled Load Planner to coordinate all processes and functions of load planning and freight movement. This role requires strong analytical and computer skills, as well as excellent attention to detail and a customer-centric approach.Key Responsibilities: Process customer orders and plan shipments into loads Tender...

  • Finance Opportunities

    1 month ago


    Battle Creek, United States WK Kellogg Co Full time

    At WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 118 years ago. We are passionate about doing our part to make nutritious foods, create social connectivity and respect natural resources. Together,...


  • Battle Creek, United States WK Kellogg Co Full time

    At WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 118 years ago. We are passionate about doing our part to make nutritious foods, create social connectivity and respect natural resources. Together,...


  • Battle Creek, United States WK Kellogg Co Full time

    At WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 118 years ago. We are passionate about doing our part to make nutritious foods, create social connectivity and respect natural resources. Together,...

  • Finance Opportunities

    2 months ago


    Battle Creek, United States WK Kellogg Co Full time

    At WK Kellogg Co, we exist to create joy and connection to inspire Gr-r-reat days. We believe that doing good is always good for business and we have stood for this since Kellogg Company was founded more than 118 years ago. We are passionate about doing our part to make nutritious foods, create social connectivity and respect natural resources. Together,...