GuideStone Financial Resources · 20 hours ago
Wealth Advisor
Dallas, TX
Full-time
Hybrid
Mid Level
3+ years expGuideStone Financial Resources is an innovative organization that invests in the development of its employees. The Wealth Advisor's primary role is to grow clients and Assets Under Management while delivering personalized financial advice and maintaining strong client relationships.
ConsultingFinancial ServicesInsuranceRetirement
Responsibilities
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
Qualification
Required
Bachelor's degree or equivalent work experience
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)
Travel is required up to 10% annually
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
A sense of ministry. Understand and be sensitive to client base (Southern Baptists and evangelical/nonprofit community)
Preferred
Master's Degree
CFP, CEBS or related certifications
Knowledgeable in church plans, ministers' tax issues and rules related to various savings plans/arrangements helpful
Membership in a Southern Baptist Church strongly preferred
Benefits
Generous benefits package
Flexible work schedules
The opportunity to be involved in community outreach
Tuition reimbursement
Company
GuideStone Financial Resources
GuideStone® provides churches, ministries, faith-aligned institutions and Christian households with financial solutions that support our shared biblical values — equipping believers to lead resilient lives and advance the Kingdom of God.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$0.19MKey Investors
Georgia Baptist Health Care Ministry Foundation
2024-02-08Grant· $0.19M
Leadership Team
Mark Borchgardt
Chief Financial Officer
John R. Jones
Chief Operating Officer
Recent News
Business Insider
2025-03-23
Company data provided by crunchbase