Impactful Wealth Advisor—Everyday Steward

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

Job summary

Blue Trust seeks a Financial Advisor in the Everyday Steward Division to secure and grow client relationships, integrate client financial data, and deliver tailored financial plans and investment management.

The role emphasizes adherence to biblical principles, strong client service, and collaboration with a team; the Chicago Office hosts responsibilities, with the current salary range of $85,000 to $120,000 per year plus benefits.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or related field; Master preferred.
• Prior experience as a Financial Planner or Financial Advisor is preferred.
• Certifications such as CFP/CPA/CFA are preferred and expected within 2 years.

Responsibilities

• Develop customized financial plans and investment management for Everyday Steward clients.
• Secure and manage client relationships to expand the client base.
• Deliver timely, accurate financial planning and investment guidance.

Skills

Client counseling

Financial planning

Communication

Team collaboration

Problem solving

Microsoft Office

Compliance

Education

Bachelor's degree in Finance/Economics/Accounting

Master degree preferred

Tools

CRM (Salesforce)

eMoney

Orion

Job description

Blue Trust seeks a Financial Advisor in the Everyday Steward Division to secure and grow client relationships, integrate client financial data, and deliver tailored financial plans and investment management.

The role emphasizes adherence to biblical principles, strong client service, and collaboration with a team; the Chicago Office hosts responsibilities, with the current salary range of $85,000 to $120,000 per year plus benefits.