Wealth Planner - Faith-Driven Financial Strategy

Blue Trust; Tempe (AZ); On-site; USD 85,000 - 110,000; Full time

Job summary

Blue Trust is looking for a Financial Planner to translate biblical wisdom into tailored financial plans for clients and families. You will analyze confidential data and coordinate with Advisors to deliver clear recommendations.

The role requires a Bachelor’s degree in business/finance and at least 3 years in financial planning, with strong Excel and CRM experience. CFP or CPA is preferred. You’ll thrive in a values-driven team and cultivate long-term client relationships.

Qualifications

• Demonstrated in-depth knowledge of Bible passages related to money and finances.
• Proven technical, analytical, and problem-solving skills.
• Strong knowledge of financial planning and investment management.
• Ability to handle confidential data with discretion.

Responsibilities

• Prepare customized financial plans tailored to client needs and goals.
• Develop reports and presentations reflecting Blue Trust’s planning philosophy.
• Provide cash flow analyses including bonus payments and stock options.
• Assist with tax planning, gifting opportunities, and estate planning considerations.
• Support Advisors with client meetings and action items and document notes.

Skills

Financial planning

Analytical skills

Communication skills

Teamwork

Discretion

Education

Bachelor's degree in business/finance

Tools

MS Excel

Salesforce CRM

eMoney

Orion

Job description

Blue Trust is looking for a Financial Planner to translate biblical wisdom into tailored financial plans for clients and families. You will analyze confidential data and coordinate with Advisors to deliver clear recommendations.

The role requires a Bachelor’s degree in business/finance and at least 3 years in financial planning, with strong Excel and CRM experience. CFP or CPA is preferred. You’ll thrive in a values-driven team and cultivate long-term client relationships.