Financial Advisor, Everyday Steward

Description

About Blue Trust

For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states. 

Everyday Steward® clients typically range from those getting started to those with an investable net worth ranging from $100,000 up to $1 million. For those desiring to utilize objective, biblical principles in their investments, cash flow management, financial planning (retirement, insurance, tax, and estate), and giving, Blue Trust’s Everyday Steward® advisors can serve as their clients’ “stewardship coaches” so they can focus on living a life of purpose.

Position Overview

The Financial Advisor, Everyday Steward Division, is responsible for securing, managing and enhancing client relationships, integrating each client’s financial information to develop and implement customized financial plans. This position is also responsible for leveraging the division’s client service model in order to enhance efficiencies and deliver high quality financial planning and investment management services in timely accurate manner.

Principal Accountabilities:

1. Demonstrates ability to create and seize business development opportunities while enhancing the company’s professional presence and image within the community and his/her sphere of influence.

• Effectively converts qualified prospects into clients.
• Appropriately diagnoses the needs of the clients in order to develop and implement a customized financial plan consistent with clients needs.
• Actively seeks to integrate the financial planning philosophy and biblical principles upon which Blue Trust seeks to serve its clients in providing financial planning and investment management services.
• Conducts periodic reviews of clients' financial information in accordance with the Everyday Steward service model to ensure that client goals and objectives are being met.
• Provides excellent service, support and financial guidance to clients based on the financial planning philosophy and biblical principles upon which Blue Trust serves its client base by supporting/facilitating implementation of the client’s customized financial plan.
• Effectively communicates and interfaces with the broader team to ensure all applicable processes and procedures are being adhered to.
• Periodically reviews client base, facilitating inter-company transfers if needed, to ensure clients are being served in the division that is best suited to meet their needs.

2. Manages an Everyday Steward client base, delivering new financial plans and Investment Management services to new clients and on-going Investment Management services and plan updates to existing clients.

3. Effectively adapt communication style as required to ensure productive interaction with team members and clients.

4. Strives to build organizational capacity, by understanding and adhering to Division’s workflows and processes in order to support division in meeting its profitability goals/margins. 

5. 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 in order to integrate Blue Trust’s philosophy into client counsel and services.

6. Understands and holds self-accountable to hit Division’s Advisor metrics.

7. Work in conjunction with broader team to initiate client meetings, follow up on meetings and respond to client inquiries regarding actions taken to accomplish goals.

8. Practice the art of leadership by positively contributing to a healthy, productive, continually learning work culture.

9. Actively integrates biblical principles in day-to-day behavior, exhibiting unremitting integrity and strong moral character.

10. Approaches work, interactions and relationships in a manner consistent with the Company’s Core Values.

11. Demonstrates computer literacy and knowledge of specialized office programs and competency in utilizing software applications that are company specific, e.g. eMoney, Salesforce (CRM), Orion, and others.

12. Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies, Everyday Steward’s workflows and processes, professional designation standards, and our industry's r