Wealth Advisor

About the role

The primary role of the Wealth Advisor is to grow and retain assets and revenue for GuideStone, deliver personalized financial advice and wealth management to GuideStone members, and foster and maintain client relationships.

Responsibilities

• 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.
• Aid in segmentation and profitable delivery of products and services by understanding client value.
• Perform all other duties assigned by leadership.

Requirements

• 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 (ability to communicate with a diverse audience).
• Travel is required up to 10% annually.
• Certified Financial Planner (CFP), Certified Employee Benefit Specialist (CEBS) or related certifications preferred.
• Securities 6, 63, and 65 licenses required (or equivalents).
• Strong relationship management, communication and organizational skills.
• Proficient skills in MS Office, appropriate GuideStone system applications and financial advice technologies.
• Knowledge and experience in financial advisory areas.
• 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).

Qualifications

• Complete confidentiality regarding GuideStone business matters, both internal and client.
• Presentation of professional appearance.
• Membership in a Southern Baptist Church strongly preferred.