- Utilizing input from the client, prepares customized financial plan that incorporates client information and is consistent with client goals.
- Develops high quality, accurate, attractive, and professional reports and presentations that reflect and incorporate Blue Trust's financial planning philosophy and principles into the client recommendations.
- Provides cash flow analysis including bonus payments and stock option planning.
- Assesses gifting opportunities of cash, securities, or other property.
- Assists with tax planning to estimate tax withholding settings or quarterly tax payments, plans for cash, securities or other property gifting opportunities, bonus payments, and stock option planning.
- Prepares recommendations for clients utilizing planning expertise and knowledge of client's goals and circumstances, integrating Biblical principles and wisdom into the financial recommendations in a manner consistent with Blue Trust's financial planning philosophy.
- Exhibits technical knowledge and competency in cash flow planning, tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning.
- Adept at utilizing Planning software deployed within the Division.
- Implements investment transactions utilizing company's trading software.
- Performs other investment management tasks such as tax loss harvesting, account rebalancing, account review, and Quarterly Investment Report (QIR) generation.
- Ensures all materials and financial plans are in good order in advance of scheduled meeting.
- Records meeting notes.
- Prepares follow-up letters for clients, demonstrating solid professional business-writing skills.
- Handles follow up on action items as appropriate.
- Effectively responds to client and outside vendor inquiries or needs as required.
- Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs.
- Actively pursues CFP or other similar professional designation to enhance financial planning or advisory skillset and knowledge.
- Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses in order to integrate Blue Trust's philosophy into client counsel and services.
- Approaches work, interactions and relationships in a manner consistent with the company's Core Values.
- Demonstrates competence in general business skills and pursues general mastery of appropriate technical and leadership skills to support team and client needs, as well as long-term career growth.
- Demonstrated in-depth knowledge of those portions of both the Old Testament and New Testament of the Bible with scriptural references to money and finances, and ability to apply and integrate this knowledge into all phases of client counsel.
- Proven technical, analytical, and problem solving skills.
- Strong general knowledge of financial planning and investment management.
- Strong business mathematical skills and keen attention to detail.
- Personal integrity and ability to discreetly handle confidential data.
- Ability to prioritize and complete multiple time-sensitive tasks.
- Strong communication skills, both verbal and written.
- Ability to excel in a team environment.
- Aptitude and passion for learning.
- Desire to serve clients and co-workers with excellence.
- Proficiency in Microsoft Office with a high level of expertise in MS Excel.
- Bachelor's degree in business, finance, accounting or financial planning is required.
- Minimum of three (3) years' prior financial planning and/or financial service experience is strongly preferred.
- Certified Financial PlannerTM designation is strongly preferred.
- Additional education and credentials are a plus, such as a Master of Financial Planning, MBA, ChFC, or CPA.
-
Financial Planner
1 week ago
Prudential Walnut Creek, United States**Explore a career as a FINANCIAL PLANNER** · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneu ...
-
Financial Planner
3 weeks ago
Ronald Blue & Co Walnut Creek, United StatesJob Type · Full-time · Description · The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates biblical principles into customized financial plans to help clients and their families achieve their goals. ...
-
Financial Planner
4 days ago
Dynamic Office & Accounting Solutions San Ramon, United StatesJob Description · Job DescriptionFinancial PlannerSalary Range: $38-48/hr · Location: San Ramon, CAFull-Time, Onsite · Direct Hire · We are seeking a Financial Planner to join a stable & growing wealth management firm, contributing to the success of the Advisor Resource Center T ...
-
Financial Planner
3 weeks ago
Summit Financial Group, LLC San Ramon, United StatesJob DescriptionJob Description · Summit Financial Group, LLC , a thriving wealth management firm in San Ramon, CA, is seeking a passionate and detail-oriented Financial Planner to join our dynamic Advisor Resource Center. In this role, you'll play a pivotal part in shaping the f ...
-
Financial Planner
3 weeks ago
NLG GmbH San Francisco, United StatesOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with super ...
-
Financial Planner
2 weeks ago
TalentLink Solutions Redwood City, United StatesWe are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients ...
-
Financial Planner
3 weeks ago
Hanover San Francisco, United StatesOur San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point of contact for the firm's existing and future clients to build long-term relationships. · As the Client Relationship Manager, you will be providing financial p ...
-
Financial Planner
1 week ago
Gpac California City, United States Full timeAmazing Job Opportunity · We are partnering with a leading company to find a skilled Financial Planner. In this role, you'll have the chance to engage closely with clients, understand their financial objectives, and develop customized plans to help them reach their goals. · Key R ...
-
Financial Planner
2 weeks ago
TalentLink Solutions Redwood City, United StatesWe are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients ...
-
Financial Planner
3 weeks ago
Albion Financial Group West Valley City, United StatesLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period) · Who we are: · Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always pu ...
-
Financial Planner
3 weeks ago
CIBC San Francisco, United StatesWere building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what t ...
-
Consumer Protection Compliance Manager
3 weeks ago
Block Oakland, United States**Company Description** · It all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay/Cl ...
-
Integrated Water Management Intern
3 weeks ago
Stantec Inc. Walnut Creek, United States· Stantec's Water sector, which brings together many of the world's top engineers, planners, scientists, and others, sees water a bit differently-as a single holistic system rather than as unconnected networks divided by jurisdictional boundaries. We use this perspective to help ...
-
Professional Liability Associate Attorney
3 weeks ago
Lewis Brisbois San Francisco, United States**Overview**: · The San Francisco office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking an attorney to join its Professional Liability Practice. · Lewis Brisbois' Professional Liability Practice is comprised of attorneys located throughout all our offices n ...
-
Vice President, Wealth Planner
3 weeks ago
Fidelity TalentSource LLC Walnut Creek, United StatesJob Description: · Wealth Planner · Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner r ...
-
Maintenance Scheduler
2 weeks ago
Lawrence Livermore National Laboratory Livermore, United StatesCompany Description · Join us and make YOUR mark on the World · We are committed to a diverse and equitable workforce with an inclusive culture that values and celebrates the diversity of our people, talents, ideas, experiences, and perspectives. This is important for continued s ...
-
Vice President, Wealth Planner
3 weeks ago
Fidelity Investments Walnut Creek, United StatesJob Description: · Wealth Planner · Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner ro ...
-
Investment Consultant
1 week ago
Fidelity Investments Burlingame, United States**Investment Consultant**: · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicat ...
-
Tbd Product Counsel
1 week ago
Afterpay San Francisco, United States**Company Description**: · - Founded in July 2021, TBD is one of Block's four business units, alongside Square, Cash App, and Tidal. At TBD, we believe in a decentralized future that returns ownership and control over your finances, data, and identity. Guided by this vision, TBD ...
-
Vice President, Wealth Planner
2 weeks ago
Fidelity Talentsource Llc Walnut Creek, United StatesJob Description: · Wealth Planner · Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner r ...
Financial Planner - Walnut Creek, United States - Ronald Blue & Co
Description
Job Type
Full-time
Description
The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates biblical principles into customized financial plans to help clients and their families achieve their goals.
Principal Accountabilities:
1. Prepares customized financial plans in a manner that is tailored to the needs of the clients and consistent with the team leader's goals and preferences.
6. Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company.
Requirements
Qualifications:
? Travel demands depend upon client base in assigned territory and may include occasional travel by car, air, or other reasonable means of transportation, to ensure clients are served in a manner consistent with Division's client service model.
A reasonable estimate of the current range is $75,000-$85,000 per year with benefits
This job description is for California only and the salary range listed above is specifically related to the cost of labor for this area. Any offered salary is determined based on internal equity, internal salary ranges, applicant's skills and prior relevant experience, and certain degrees and certifications. The range is provided in good faith. We may ultimately pay more or less than the posted range. This range may be modified in the future.
Blue Trust is an equal opportunity employer.
Salary Description
$75,000 to $85,000 per year with benefits
