Financial Planner
7 days ago
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.
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