Wealth Advisor & Everyday Steward Coach

Blue Trust, Inc.; Houston (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

Blue Trust, Inc. is looking for a Financial Advisor in Houston, Texas to manage client relationships and develop customized financial plans. The role emphasizes integration of biblical principles into financial planning and requires a deep understanding of scripture related to finances. Candidates should have a Bachelor's degree in relevant fields, and a passion for service excellence, strong communication skills, and prior experience in financial advising are preferred. The company values integrity and teamwork in a dynamic environment.

Qualifications

• Proven ability to create and manage financial plans tailored to client needs.
• Strong understanding of biblical principles related to finances.
• Experience in client service excellence and relationship building.

Responsibilities

• Manage client relationships and financial planning processes.
• Develop and implement customized financial plans.
• Conduct periodic reviews of client financial information.

Skills

Client relationship management

Financial planning

Biblical principles integration

Problem-solving skills

Communication skills

Time management

Teamwork

Education

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

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

Tools

Microsoft Office

Job description

Blue Trust, Inc. is looking for a Financial Advisor in Houston, Texas to manage client relationships and develop customized financial plans. The role emphasizes integration of biblical principles into financial planning and requires a deep understanding of scripture related to finances. Candidates should have a Bachelor's degree in relevant fields, and a passion for service excellence, strong communication skills, and prior experience in financial advising are preferred. The company values integrity and teamwork in a dynamic environment.