Financial Planner

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.

• 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.

2. Initiates investment transactions in accordance with instructions from the Advisor.

3. Supports (Sr.) Financial Advisor or Managing Director with client meetings and other interactions including such things as :

4. Strives to grow and develop appropriate skillset to enhance contribution to client relationships including such things as :

5. Demonstrates computer literacy and knowledge of specialized office programs and competency in utilizing software applications that are company specific, e.g. eMoney, Salesforce (CRM), Orion, etc.)

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 :

Education, Experience & Skills :

Certifications, Licenses and Registrations :

Travel Requirements

A reasonable estimate of the current range is $65,000 to $90,000 per year with benefits

This job description is for our Chicago Office 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

$65,000 to $90,000 per year