Faith-Driven Financial Planner & Wealth Advisor

Blue Trust; Bothell (WA); On-site; USD 90,000 - 120,000; Full time

Job summary

Blue Trust in Bothell, Washington is seeking a Financial Planner to translate biblical principles into customized financial plans for clients. You will analyze confidential information and collaborate with Advisors to help families achieve their goals.

The position requires a bachelor’s degree in business, finance, or financial planning, at least three years of relevant experience, and proficiency with planning tools such as eMoney, Salesforce, and Orion. CFP or CPA is preferred.

Qualifications

• Bachelor's degree required in business, finance, accounting, or financial planning.
• Minimum of three years' financial planning and/or financial service experience is preferred.
• CFP or CPA designation is preferred; master degrees are a plus.

Responsibilities

• Prepare customized financial plans tailored to the needs of the clients and aligned with team 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 and gifting opportunities.
• Initiate and implement investment transactions using the firm’s trading software.
• Support senior advisors and participate in client meetings.

Skills

Financial planning knowledge

Analytical skills

Communication skills

MS Excel expert

Team player

Discretion

Education

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

CFP or CPA preferred

Tools

eMoney

Salesforce (CRM)

Orion

Job description

Blue Trust in Bothell, Washington is seeking a Financial Planner to translate biblical principles into customized financial plans for clients. You will analyze confidential information and collaborate with Advisors to help families achieve their goals.

The position requires a bachelor’s degree in business, finance, or financial planning, at least three years of relevant experience, and proficiency with planning tools such as eMoney, Salesforce, and Orion. CFP or CPA is preferred.