Biblical Financial Planner

Blue Trust, Inc.; Bothell (WA); Hybrid; USD 95,000 - 130,000; Full time

Job summary

Blue Trust, Inc. is seeking a Financial Planner who communicates with clients and colleagues, analyzes confidential information, and integrates biblical principles into customized financial plans to help families reach their goals.

The role emphasizes hands-on planning, cash flow and tax considerations, and collaboration with Advisors. A Bachelor's in business/finance and at least three years of experience are required, with CFP/CPA preferred.

Qualifications

• In-depth knowledge of Old and New Testament with scriptural references to money and finances, and ability to apply this knowledge into client counsel.
• Proven technical, analytical, and problem-solving skills.
• Strong knowledge of financial planning and investment management.
• Strong business mathematical skills and keen attention to detail.
• Personal integrity and ability to discreetly handle confidential data.
• Ability to prioritize and complete multiple time-sensitive tasks.
• Strong communication skills, both verbal and written.
• Ability to excel in a team environment.
• Aptitude and passion for learning.
• Desire to serve clients and co-workers with excellence.
• Proficiency in Microsoft Office with a high level of expertise in MS Excel.

Responsibilities

• Prepare customized financial plans tailored to clients' needs and aligned with the team leader’s goals.
• Develop high quality, accurate reports and presentations reflecting Blue Trust’s planning philosophy.
• Provide cash flow analysis including bonus payments and stock option planning.
• Assist with tax planning to estimate withholding settings or quarterly payments and gifting opportunities.
• Prepare recommendations for clients using planning expertise while integrating Biblical principles.
• Support (Sr.) Financial Advisor or Managing Director with client meetings and follow-up actions.
• Ensure materials and plans are in good order before meetings and deliver clear follow-up communications.
• Grow skills to enhance client relationships and seek CFP® or similar designations.

Skills

Financial planning

Analytical skills

Communication skills

Teamwork

Microsoft Excel

Problem-solving

Discretion / Confidentiality

Learning mindset

Education

Bachelor's degree in business, finance, accounting, or financial planning

Tools

eMoney

Salesforce (CRM)

Orion

Job description

Blue Trust, Inc. is seeking a Financial Planner who communicates with clients and colleagues, analyzes confidential information, and integrates biblical principles into customized financial plans to help families reach their goals.

The role emphasizes hands-on planning, cash flow and tax considerations, and collaboration with Advisors. A Bachelor's in business/finance and at least three years of experience are required, with CFP/CPA preferred.