Remote Financial Advisor - Faith-Based RIA
š Role Overview & Responsibilities
Full job description
Company: Stewardship Investments, Inc.
Website: www.stewardshipinv.com
Location: Remote
About Us: Stewardship Investments is a faith based financial services company focused on serving families that are doing well financially and seeking to use their wealth to care for their families and make an eternal impact. Our desire is to build the Kingdom of God using biblically responsible financial planning tools in a close knit, remote, team environment. Our clients are often drawn to us because of our affiliation with Dave Ramsey and Kingdom Advisors. We all work from home. We always have been a virtual company.
Position Overview: We are seeking a passionate and experienced Financial Advisor to join our remote team. As a member of our team, you will play a pivotal role in providing comprehensive financial planning and investment management services to individuals, families, and institutions who prioritize faith-based principles in their financial decision-making. The ideal candidate will possess a strong commitment to following Jesus Christ and helping others grow in their faith, and eternal perspective. As a team we are quick to pray with clients and help clients see the ultra-long term perspective with life planning.
Responsibilities:Conduct thorough financial assessments and develop personalized financial plans tailored to clients' unique goals, values, and risk tolerance.Provide ongoing investment management and portfolio analysis, ensuring alignment with clients' financial objectives and ethical considerations.Offer strategic guidance on retirement planning, tax optimization, estate planning, and other key financial areas.Educate clients on principles of faith-based investing and the impact of ethical considerations on financial decision-making.Cultivate and maintain strong client relationships through regular communication, responsiveness, and proactive service.Stay abreast of industry trends, regulatory developments, and best practices in ethical investing to enhance service delivery and client outcomes.Collaborate effectively with other team members and support staff to deliver exceptional client experiences and achieve business objectives.
Qualifications:Bachelor's degree in Finance, Economics, Business Administration, Psychology, or related field; advanced degree or industry certifications (CFPĀ®, CFA, etc.) preferred.Minimum of 3-5 years of experience in financial planning, wealth management, or related advisory roles.Strong understanding of financial markets, investment strategies, and risk management principles.Familiarity with ethical investing frameworks and a commitment to integrating faith-based principles into financial planning processes.Excellent interpersonal skills with the ability to build trust, communicate effectively, and empathize with clients' needs and concerns.Proficiency in financial planning software, portfolio management tools, and Microsoft Office Suite.Self-motivated and disciplined with the ability to work independently and remotely while maintaining high standards of productivity and professionalism.Registered Investment Advisor (RIA) or willingness to obtain necessary licenses and certifications as required.
Benefits:Competitive compensation package with performance-based incentives.Flexible remote work environment with opportunities for professional growth and development.Access to industry-leading technology platforms and resources to support efficient service delivery and collaboration.Supportive team culture rooted in shared values of integrity, stewardship, and service excellence.Meaningful work that aligns with personal and professional values, making a positive impact on clients' lives and financial well-being.Matching 401k retirement plan
Application Process: To apply for the Remote Financial Advisor position at Stewardship Investments, Inc., please submit your resume and cover letter outlining your qualifications, relevant experience, and motivation for joining our team. We look forward to reviewing your application and exploring the possibility of welcoming you to our growing organization dedicated to ethical and faith-based financial stewardship.Stewardship Investments, Inc. is an equal opportunity employer committed to diversity. We celebrate the unique perspectives and talents of each team member and believe that diversity enriches our collective experience and strengthens our ability to serve clients effectively.
Job Type: Full-timePay: $48,000.00 - $80,000.00 per year
Benefits:401(k) matchingPaid time offParental leaveProfessional development assistanceRetirement plan
Compensation package:Bonus opportunitiesStock options
Weekly schedule:Monday to Friday
Work setting:Remote
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