Biblical Wealth Advisor & Stewardship Coach

Blue Trust; Deerfield (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

Blue Trust in Chicago seeks a Financial Advisor for the Everyday Steward Division to secure, manage and enhance client relationships, integrating client data to develop customized financial plans and investment management.

The role emphasizes applying biblical principles, meeting client goals, and contributing to a collaborative team; a Bachelor's in finance/economics/accounting is preferred, with CFP/CFA/Kingdom Advisor certifications encouraged.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or related field; Master preferred.
• Experience as a Financial Planner/Advisor preferred.

Responsibilities

• Secure, manage and enhance client relationships.
• Develop and implement customized financial plans.
• Provide financial guidance and investment management services.

Skills

Strong communication skills

Analytical skills

Team collaboration

Problem solving

Client relationship management

Education

Bachelor's degree in Finance, Economics, or Accounting

Master in Finance/Economics (preferred)

Tools

Salesforce (CRM)

eMoney

Orion

Microsoft Office

Job description

Blue Trust in Chicago seeks a Financial Advisor for the Everyday Steward Division to secure, manage and enhance client relationships, integrating client data to develop customized financial plans and investment management.

The role emphasizes applying biblical principles, meeting client goals, and contributing to a collaborative team; a Bachelor's in finance/economics/accounting is preferred, with CFP/CFA/Kingdom Advisor certifications encouraged.