Private Wealth Advisor

Overview

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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 on-going growth and development.

• Business Development – Through connectedness and involvement in the local and broader Christian business owner 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.
• Demonstrates a growing ability to create and seize business development opportunities while enhancing the company’s professional presence and image within their community and spheres of influence.
• Consistently seeks opportunities to obtain influence and develop persuasive skills by networking through small and large groups, one-on-one meetings, instructional opportunities, and speaking engagements in the context of professional organizations, community service organizations, churches, other community groups, etc.
• Understands the Blue Trust target market and has the ability to evaluate and identify potential referral sources and networks where new opportunities for business may be found.
• Understands available company resources and uses them appropriately to enhance visibility and understanding of Blue Trust distinctives in the marketplace.
• Develops ability to perceive client or prospect needs and converse confidently, reflecting back what client or prospect has conveyed and how Blue Trust can help them, while communicating a passion for what we do and looking for ways to enhance service to existing clients and bring Blue Trust counsel to new clients.
• Works to acquire leadership skills which focus on client service and business development by seeking wisdom and counsel from others in leadership roles who model biblical servant leadership.
• 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.
• Strives to build organizational capacity, create and seize business development opportunities, and maintain a healthy commitment to results.
• Empathetically listens and can apply biblical principles in the practice of investment management, life coaching, planning strategies, and managing their business.
• Seeks to continually increase knowledge of biblical financial principles and scripture memory verses in order to integrate this knowledge into all phases of client conversations and services and in a manner consistent with Blue Trust’s approach to client counsel.
• Manages an affluent client base by interpreting and delivering new financial plans to new clients and ongoing counsel and support to existing clients.
• Effectively adapts communication style as required to ensure productive interaction with team members and clients, especially related to the varied needs and perspectives inherent in spousal relationships.
• Adequately diagnoses the needs of the clients in order to develop and implement sophisticated/complex financial solutions and actively walks alongside the clients as they seek to steward their resources.
• Work in conjunction with (Sr.) Financial Planner to initiate client meetings, follow up on meetings and respond to client inquiries regarding actions taken to accomplish goals.
• 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.
• Practice the art of leadership by participating in a healthy, productive, continually learning work culture.
• Approaches work, interactions and relationships in a manner consistent with the Company’s Core Values.
• Maintains the highest Compliance standards by adhering to the company’s Human Resources guidelines, Compliance policies and…