GuideStone Financial Resources

Financial Consultant

GuideStone Financial Resources

2 months ago
Dallas, TX
Hybrid
Full Time
Medior
0 applicants
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GuideStone Financial Resources
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About this role

The Financial Consultant provides participant education and guidance to support retirement planning and improve member financial wellness. The role focuses on advancing asset retention, rollovers, and account services while supporting small-plan client engagement and collaborating with internal partners. The position is client-facing and operates in a hybrid environment with regular travel.

Skills

Qualifications

Bachelor's DegreeCFPCRPCCEBSSeries 6
GuideStone Financial Resources

About GuideStone Financial Resources

guidestone.org

Financial Services & Insurance Solutions Providing diversified benefits, investments and protection guided by Christian values

About GuideStone Financial Resources

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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