Financial Consultant

Description

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

 

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

 

 

Job Summary

The basic purpose of this position is to conduct on-site as well as virtual participant education and guidance meetings, resulting in opportunities for contribution increases, rollovers, and new retail accounts, and overall retirement guidance. Additionally, this position will supplement efforts in small plan education and retention such as providing annual executive updates for unassigned accounts and fulfilling requests for on-site presence when deemed appropriate.

 

What You'll Do

• Deliver in-person and virtual education and guidance sessions and group meetings and seminars: Counsel participants on their retirement plans and other available investment options to help them retain and increase assets and improve their financial wellness. Provide authoritative information upon which important personal financial planning decisions are based using income and advice/investment tools.

• Proactively address retention and asset consolidation/rollover opportunities.

• Educate and assist clients as appropriate in account opening for various products.

• Collaborate with key internal partners: Progress the sales pipeline, optimize referrals, and enhance member outcomes.

• Implement disciplined approach to practice management: Strategically identify and prioritize opportunities, plan for and follow-up on meetings, and maintain consistent records in CRM system to enable real-time tracking.

• Collaborate with the relationship management team to support and strengthen plan sponsor engagement initiatives

• Respond to opportunities to deepen relationships with members: Work with members to understand their holistic financial landscape, goals, and objectives and to make referrals to key partners, when appropriate.

• Communicate complex financial information and recommendations to members in a clear and accessible manner that encourages taking action to implement.

• Engage in ongoing professional development and continuing education: Remain in compliance with regulatory requirements. Continuously seek and apply knowledge of the overall industry, economic and market environments, sectors, conditions, and trends.

• Exercise diligent care in operations: Ensure thorough and responsible handling of all duties and tasks to mitigate risk and adhere to regulatory responsibilities.

 

What You'll Need

• Bachelor’s degree or directly related experience

• CFP, CRPC, CEBS and/or other professional designations preferred

• Series 6 (or 7) and 63 Securities licenses required or pass exam within 120 day of hire

• Travel is 30-40% annually

• Member of SBC Church preferred

• Strong Customer Service focus with a desire to strengthen relationships with participants and improve retirement outcomes for those we serve

• Experience providing financial and retirement plan education preferred

• In-depth understanding of employer sponsored retirement plans and IRAs preferred

• Ability to drive results to the line of business within the annual goals set

• Strong communication Skills: verbal, writing, listening, and presenting

• Strong organizational skills, multi-tasking ability, and high level of personal motivation to take self-directed action

• Strong ministry skills: compassion, empathy, encouragement, and motivation

• Ability to closely monitor annual travel/promotional budget

• Must have complete confidentiality regarding plan sponsor and participant personalized data and all GuideStone business related information

 

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