GuideStone Financial Resources

Wealth Advisor

GuideStone Financial Resources(2 months ago)

HybridFull TimeSenior$125,727 - $168,117 (estimated)Wealth Management
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About this role

The Wealth Advisor provides personalized financial advice and wealth management to GuideStone members, focusing on growing client relationships and assets under management. The role involves delivering faith-aligned solutions, collaborating with internal teams, and staying current on securities regulations.

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Required Skills

  • Relationship Management
  • Financial Planning
  • Client Service
  • Communication
  • Securities Licensing
  • MS Office
  • Financial Technology

Qualifications

  • Bachelor's Degree
  • Master's Degree
  • CFP
  • CEBS
  • Series 6
  • Series 63
  • Series 65
GuideStone Financial Resources

About GuideStone Financial Resources

guidestone.org

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

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