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:
- 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/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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