Wealth Advisor

GuideStone Financial Resources - Dallas, TX

Hiring: Wealth Advisor Company: GuideStone Financial Resources Location: Dallas, TX Job Posted Time: 2026-09-11 12:33:46 Target Skills & Keywords : CFP, Microsoft Office, REST, Wealth Management About the job Experience: •3 years of relationship management, financial advice or other financial services sales and client delivery experience. Required Skills: •Grow and retain GSA clients and AUM. •Provide faith-aligned solutions as appropriate by service level in support of GuideStone’s mission and vision. •Drive continuous improvement of quality and/or efficiency in systems, processes and client service. •Work closely with the rest of the GuideStone Advisors team and other internal departments in achieving the department’s goals. •Stay updated on relevant securities industry rules, laws, and current events, and educate the team accordingly. •Maintain proficiency in relevant disciplines associated with the department’s goals and objectives. •Support strategic initiatives/projects and contribute to thought leadership and training efforts. •Assist in segmentation and profitable delivery of products and services by understanding client value. Qualifications: •Bachelor’s degree or equivalent work experience. •Master’s Degree, preferred. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!