Wealth Advisor

GuideStone Financial Resources; Headquarters (ID); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Tuition reimbursement

Flexible work schedules

Community outreach involvement

Job summary

GuideStone Financial Resources, headquartered in Idaho, seeks an experienced Relationship Manager to grow and retain client assets and revenue. You will deliver faith-aligned financial solutions, collaborate across departments, and stay current with industry rules to support the Advisor team.

The role requires 3+ years in financial services, a Bachelor’s degree (Master’s preferred), strong communication, and proficiency with MS Office and GuideStone systems. Travel up to 10% may be needed.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Minimum of 3 years of relationship management, financial advice, or other financial services sales and client delivery experience.
• Strong written and oral communication skills.
• Knowledge and experience working with defined contribution plans, nonqualified deferred compensation plans and defined benefit plans.
• Securities licenses required or equivalents.

Responsibilities

• Achieve individual goals and support growth and retention of assets and revenue for GuideStone.
• Grow and retain GSA clients and AUM.
• Provide faith-aligned solutions in support of GuideStone’s mission.
• Drive continuous improvement of quality and efficiency in systems and client service.
• Collaborate with GuideStone Advisors team and internal departments to achieve goals.
• Stay updated on securities rules, laws, and current events, and educate the team accordingly.
• Maintain proficiency in relevant disciplines related to department’s goals.
• Support strategic initiatives and projects and contribute to thought leadership and training.
• Assist in segmentation and profitable delivery of products by understanding client value.
• Perform other duties assigned by leadership.

Skills

Relationship management

Communication

MS Office

Financial advisory

Confidentiality

Team collaboration

Education

Bachelor’s degree or equivalent

Master’s degree preferred

Tools

GuideStone system applications

Financial advice technologies

Job description

What We Offer

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach, and tuition reimbursement.

What You’ll Do

• Achieve individual goals and support the achievement of group goals associated with the growth and retention of assets and revenue for GuideStone.
• Grow and retain GSA clients and AUM.
• Provide faith-aligned solutions as appropriate by service level in support of GuideStone’s mission and vision.
• Drive continuous improvement of quality and/or efficiency in systems, processes and client service.
• Work closely with the rest of the GuideStone Advisors team and other internal departments in achieving the department’s goals.
• Stay updated on relevant securities industry rules, laws, and current events, and educate the team accordingly.
• Maintain proficiency in relevant disciplines associated with the department’s goals and objectives.
• Support strategic initiatives and projects and contribute to thought leadership and training efforts.
• Assist in segmentation and profitable delivery of products and services by understanding client value.
• Perform all other duties assigned by leadership.

What You’ll Need

• Bachelor’s degree or equivalent work experience.
• Master’s Degree preferred.
• Minimum of 3 years of relationship management, financial advice, or other financial services sales and client delivery experience.
• Strong written and oral communication skills.
• Strong relationship management, communication and organizational skills.
• Knowledge and experience in financial advisory areas.
• Proficient skills in MS Office, relevant GuideStone system applications and financial advice technologies.
• Knowledge and experience working with defined contribution plans, nonqualified deferred compensation plans and defined benefit plans.
• Knowledgeable in church plans, ministers’ tax issues and rules related to various savings plans/arrangements.
• A sense of ministry and sensitivity to the Southern Baptist and evangelical/nonprofit client base.
• Must have complete confidentiality regarding GuideStone business matters, both internal and client.
• Membership in a Southern Baptist Church strongly preferred.
• CFP, CEBS or related certifications preferred.
• Securities 6, 63, and 65 licenses required (or equivalents).
• Travel is required up to 10% annually.