Financial Advisor, Everyday Steward

Job description

Description About Blue Trust: For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states. Everyday Steward® clients typically range from those getting started to those with an investable net worth ranging from $100,000 up to $1 million. For those desiring to utilize objective, biblical principles in their investments, cash flow management, financial planning (retirement, insurance, tax, and estate), and giving, Blue Trust’s Everyday Steward® advisors can serve as their clients’ “stewardship coaches” so they can focus on living a life of purpose. Position Overview: The Financial Advisor, Everyday Steward Division, is responsible for securing, managing and enhancing client relationships, integrating each client’s financial information to develop and implement customized financial plans. This position is also responsible fo...