Wealth Advisor

What We Offer

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach, and tuition reimbursement.

• Achieve individual goals and support the achievement of group goals associated with the growth and retention of assets and revenue for Guide Stone.
• Grow and retain GSA clients and AUM.
• Provide faith-aligned solutions as appropriate by service level in support of Guide Stone’s mission and vision.
• Drive continuous improvement of quality and/or efficiency in systems, processes and client service.
• Work closely with the rest of the Guide Stone Advisors team and other internal departments in achieving the department’s goals.
• Stay updated on relevant securities industry rules, laws, and current events, and educate the team accordingly.
• Maintain proficiency in relevant disciplines associated with the department’s goals and objectives.
• Support strategic initiatives and projects and contribute to thought leadership and training efforts.
• Assist in segmentation and profitable delivery of products and services by understanding client value.
• Perform all other duties assigned by leadership.

• Bachelor’s degree or equivalent work experience.
• Master’s Degree preferred.
• Minimum of 3 years of relationship management, financial advice, or other financial services sales and client delivery experience.
• Strong written and oral communication skills.
• Strong relationship management, communication and organizational skills.
• Knowledge and experience in financial advisory areas.
• Proficient skills in MS Office, relevant Guide Stone system applications and financial advice technologies.
• Knowledge and experience working with defined contribution plans, nonqualified deferred compensation plans and defined benefit plans.
• Knowledgeable in church plans, ministers’ tax issues and rules related to various savings plans/arrangements.
• A sense of ministry and sensitivity to the Southern Baptist and evangelical/nonprofit client base.
• Must have complete confidentiality regarding Guide Stone business matters, both internal and client.
• Membership in a Southern Baptist Church strongly preferred.
• CFP, CEBS or related certifications preferred.
• Securities 6, 63, and 65 licenses required (or equivalents).
• Travel is required up to 10% annually.