Faith‑Driven Wealth Advisor & Stewardship Coach

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

Job summary

Blue Trust, Inc. is seeking a Financial Advisor, Everyday Steward Division, to grow and manage client relationships and deliver customized financial plans. You will integrate biblical principles with financial guidance to help clients meet goals and manage investments efficiently.

Responsibilities include developing plans, coordinating with the team, and maintaining high standards of compliance and ethics in a supportive Chicago-area office environment.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or a related field or a Master in the same fields is preferred.
• Prior experience as a (Sr.) Financial Planner or Financial Advisor is preferred.

Responsibilities

• Secure, manage and enhance client relationships through customized financial plans.
• Develop and implement investment management and financial planning services.
• Adhere to division workflows to meet profitability goals.
• Integrate biblical principles into client counsel and services.
• Maintain high compliance and professional standards per company guidelines.

Skills

Strong communication skills

Organizational skills

Analytical skills

Problem solving

Team collaboration

Prioritization of time-sensitive tasks

Proactive planning

Microsoft Office proficiency

Education

Bachelor's degree in Finance, Economics, Accounting or related field

Master in Finance/related fields (preferred)

Tools

eMoney

Salesforce (CRM)

Orion

Microsoft Office

Job description

Blue Trust, Inc. is seeking a Financial Advisor, Everyday Steward Division, to grow and manage client relationships and deliver customized financial plans. You will integrate biblical principles with financial guidance to help clients meet goals and manage investments efficiently.

Responsibilities include developing plans, coordinating with the team, and maintaining high standards of compliance and ethics in a supportive Chicago-area office environment.