Build and manage client relationships, convert prospects, develop customized financial plans, and provide ongoing investment management and financial guidance. The advisor reviews client goals, supports plan implementation, responds to inquiries, meets advisor metrics, follows division workflows, and maintains compliance standards. The role requires integrating biblical financial principles into client counsel, collaborating with team members, and using financial planning, CRM, investment management, and office software.

Support advisors in client relationship management, prepare customized financial plans, execute investment transactions, perform tax and estate planning analyses, lead client meetings, drive business development, mentor colleagues, and uphold compliance and firm policies.