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Blue Trust · 1 day ago

Financial Planner

Deerfield, IL

Full-time

Hybrid

Mid Level

$65K/yr - $90K/yr

3+ years exp

Blue Trust is a financial planning company that integrates biblical principles into customized financial plans. The Financial Planner is responsible for preparing tailored financial plans, conducting cash flow analysis, and providing investment management support while ensuring compliance with company standards.

AdviceFinanceFinancial ServicesWealth Management

Culture & Values

Responsibilities

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

Initiates investment transactions in accordance with instructions from the Advisor

Implements investment transactions utilizing company’s trading software

Performs other investment management tasks such as tax loss harvesting, account rebalancing, and account reviews

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

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

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

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 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

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.)

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

Qualification

Financial planningInvestment managementCertified Financial Planner™Microsoft OfficeAnalytical skillsProblem-solving skillsLearning aptitudeCommunication skillsTeamworkAttention to detailIntegrity

Required

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