Wealth Advisor for Faith-Based Clients | Growth & Impact

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

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.