Wealth Advisor

GuideStone Financial Resources; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Generous benefits

Flexible schedules

Tuition reimbursement

Job summary

GuideStone Financial Resources is seeking a Wealth Advisor to grow clients and assets under management, delivering tailored financial strategies to GuideStone members.

The role partners with the GuideStone Advisors team, stays current on industry regulations, and maintains relationships with clients while supporting strategic initiatives. Travel up to 10% is required; a Bachelor’s degree is essential, CFP preferred, and securities licenses 6/63/65 are required.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Master’s degree preferred.
• Minimum 3 years in relationship management, financial advice, or related sales.
• Securities licenses 6, 63, and 65 required (or equivalents).
• CFP, CEBS or related certifications preferred.
• Travel up to 10% annually.
• Strong relationship management and communication skills.
• Proficient in MS Office and GuideStone systems.
• Experience with defined contribution and other retirement plans.
• Church plan knowledge is helpful; Southern Baptist ties preferred.
• Must maintain confidentiality and present professional appearance.

Responsibilities

• Achieve individual and group goals for growth of assets and revenue.
• Collaborate with GuideStone Advisors team and internal departments.
• Stay updated on securities rules and market developments.
• Maintain proficiency in relevant disciplines.
• Support strategic initiatives and training efforts.
• Assist in segmentation and profitable product delivery.
• Perform other duties assigned by leadership.

Skills

Relationship management

Financial advisory

Communication

MS Office

CRM software

Education

Bachelor’s degree or equivalent

Master’s degree preferred

Tools

GuideStone systems

Financial planning tools

Job description

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

What We Offer You!

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

The primary role of the Wealth Advisor is to accomplish its goals including growing clients and Assets Under Management (AUM), delivering personalized financial advice and wealth management to GuideStone members, and fostering and maintaining client relationships. This position is the dedicated advisor for a number of GSA clients, managing those client relationships and providing personal financial strategies to meet their objectives. This position will support the work of the department by providing strategies and services in a manner that increases the perceived value of GuideStone as the premier provider of financial strategies to those we serve.

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:

• 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/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 (i.e., ability to communicate with a diverse audience whose comprehension of financial, tax and legal matters related to investments, retirement and planning vary widely). Also, includes keeping leadership and internal stakeholders aware of status, needs and issues related to responsibilities.

• Travel is required up to 10% annually.

• CFP, CEBS or related certifications preferred.

• Securities 6, 63, and 65 licenses required (or equivalents).

• Strong relationship management, communication and organizational skills.

• Knowledge and experience in financial advisory areas.

• Proficient skills in MS Office, appropriate 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 helpful.

• A sense of ministry. Understand and be sensitive to client base (Southern Baptists and evangelical/nonprofit community).

• Must have complete confidentiality regarding GuideStone business matters, both internal and client.

• Must present professional appearance

• Membership in a Southern Baptist Church strongly preferred.

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