GuideStone
Wealth Advisor
Dallas, TX
Sponsorship not specifiedDetected 14 days ago
RESTLeadershipCommunicationMicrosoft Office
About the role
- We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.
- This position is the dedicated advisor for a number of GSA clients, managing those client relationships and providing personal financial strategies to meet their objectives.
Responsibilities
- Achieve individual goals and support the achievement of group goals associated with the growth and retention of assets and revenue for GuideStone:
- Drive continuous improvement of quality and/or efficiency in systems, processes and client service.
- Support strategic initiatives/projects and contribute to thought leadership and training efforts.
- Perform all other duties assigned by leadership.
- This position will support the work of the department by providing strategies and services in a manner that increases the perceived value of GuideStone as the premier provider of financial strategies to those we serve.
- Achieve individual goals and support the achievement of group goals associated with the growth and retention of assets and revenue for
Requirements
- 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.
- Securities 6, 63, and 65 licenses required (or equivalents).
- Knowledge and experience in financial advisory areas.
- Must have complete confidentiality regarding GuideStone business matters, both internal and client.
- Maintain proficiency in relevant disciplines associated with the department's goals and objectives.
Nice to have
- Master's Degree, preferred.
- CFP, CEBS or related certifications preferred.
- Membership in a Southern Baptist Church strongly preferred.
Compensation
- Travel is required up to 10% annually.
Benefits
- We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.
- Provide faith-aligned solutions as appropriate by service level in support of GuideStone's mission and vision.
- 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).
Company info
- We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees.
- What We Offer You!
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This listing is sourced directly from GuideStone's careers page and normalized into a canonical job model.