Private Wealth Advisor

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.

Hiring Locations:

• Atlanta, GA
• Birmingham, AL
• Charlotte, NC
• Chicago, IL
• Houston, TX
• Indianapolis, IN
• Naples, FL
• Orange County, CA
• Phoenix, AZ
• Seattle, WA

Principal Accountabilities:

• Demonstrates a growing ability to create and seize business development opportunities while enhancing the company’s professional presence and image within their community.
• Consistently seeks opportunities to obtain influence and develop persuasive skills by networking through various organizations.
• Understands the Blue Trust target market and identifies potential referral sources.
• Uses available company resources to enhance visibility and understanding of the Blue Trust distinctives in the marketplace.
• Develops the ability to perceive client needs and converse confidently about how Blue Trust can assist them.
• Works to acquire leadership skills focusing on client service and business development.

• Strives to build organizational capacity and maintain a commitment to results.
• Empathetically listens and applies biblical principles in financial investment and planning strategies.
• Increases knowledge of biblical financial principles to integrate into client conversations.
• Manages an affluent client base by delivering new financial plans and ongoing support.
• Adapts communication style to ensure productive interaction with clients.
• Diagnoses client needs to develop and implement excellent financial solutions.
• Works with (Sr.) Financial Planner to initiate client meetings and respond to inquiries.

• Participates in a healthy, productive work culture.
• Maintains the highest Compliance standards by adhering to company guidelines.

Requirements:

• Successful completion of Company’s Advisor Test.
• Demonstrated in-depth knowledge of the Bible, particularly regarding finances.
• Ability to simplify complex financial issues.
• Desire to serve clients and co-workers with excellence.
• Aptitude for learning and 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 attention to detail.
• Personal integrity and ability to handle confidential data discreetly.
• Adept at prioritization with the ability to complete multiple tasks.
• Good computer skills with proficiency in Microsoft Office.
• Comfortable working in a flexible professional environment.

Education, Experience & Skills:

• Bachelor's degree required; degree in Finance, Economics, Accounting or a related field preferred.
• 2-5 years prior experience as a Financial Planner and/or Financial Advisor.

Certifications, Licenses and Registrations:

• Certified Financial Planner designation, CPA, or CFA preferred.
• Must obtain an industry recognized designation within 3 years of assuming the position.

Travel Requirements:

• Frequent travel by car, air, or other means, including overnight travel, to serve clients.

Blue Trust is an equal opportunity employer.