Faith‑Based Financial Planner

Blue Trust, Inc.; Tempe, Northern (AZ, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Blue Trust, Inc. seeks a Financial Planner to translate biblical principles into tailored financial plans for clients and families, helping them achieve their goals.

You will prepare customized plans, analyze cash flow, and support investment transactions and client meetings with thorough follow-ups. Strong communication and Excel skills are essential in a compliant, client-focused environment.

Qualifications

• Proven analytical and problem-solving skills.
• Strong communication and teamwork abilities.
• Discretion with confidential data.
• Ability to manage multiple time-sensitive tasks.
• Proficiency in Microsoft Excel.

Responsibilities

• Prepare customized financial plans aligned with client goals.
• Develop high-quality reports and presentations reflecting planning philosophy.
• Initiate investment transactions per advisor instructions.
• Support client meetings with notes, follow-up letters, and action item coordination.
• Maintain compliance and use planning software effectively.

Skills

Financial planning

Investment management

Advanced Excel

Education

Bachelor's degree in business/finance/financial planning

CFP designation preferred

Tools

eMoney

Salesforce

Orion

Job description

Blue Trust, Inc. seeks a Financial Planner to translate biblical principles into tailored financial plans for clients and families, helping them achieve their goals.

You will prepare customized plans, analyze cash flow, and support investment transactions and client meetings with thorough follow-ups. Strong communication and Excel skills are essential in a compliant, client-focused environment.