Blue Trust, Inc.
Private Wealth Advisor
Blue Trust, Inc., Walnut Creek, California, United States, 94598
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 ongoing growth and development.
Principal Accountabilities:
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.
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.
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.
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
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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 ongoing growth and development.
Principal Accountabilities:
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.
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.
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.
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