The Position
Bluestone Financial Advisors is looking for an exceptional analyst to be part of our Personal CFO for Entrepreneurs team. We are different. Our advice-driven, fixed fee approach is unique amongst advisory firms that serve the entrepreneur and business owner family market. We are all about collaboration, empathy, problem solving, and joy.
Of course, financial experience is necessary, but we especially appreciate that a wide variety of backgrounds and experiences can contribute to superior team performance and client success. Curiosity, openness to new ideas, and an ability to learn quickly are valued more than the typical advisory or investment firm.
The Nuts and Bolts
RESPONSIBILITIES
Client Activity
Interact with clients to gather relevant data, share recommendations, and develop client rapport
Oversee client workflow and manage timelines for client deliverables
Analyze various assets and risks and how those assets and risks relate to each other; develop customized strategies based on specific client needs; identify third party resources (when relevant) to address client needs
Identify ways to improve client experience
Financial Planning
Review and analyze investments, insurance, cash management, retirement plans, tax, estate planning, business entity structures, asset protection, and real estate
Create financial models and cash flow projections
Reporting System
Manage client data
Generate reports
Manage client access and conduct reporting system demonstrations for clients
Custodian Platform(s)
Manage client access as necessary
Liaise with custodian support teams
Third Party Resource Management
Develop and manage relationships with third party organizations and professionals relevant to entrepreneurs
TECHNICAL SKILLS AND QUALIFICATIONS
Ability to analyze and understand a variety of financial instruments individually and collectively
Ability to interact and communicate with entrepreneurs and senior business executives in written and verbal form; challenge assumptions and ask questions where appropriate
Working knowledge of Excel and ability to create financial models
Sound understanding of finance gained via undergraduate coursework, graduate coursework or relevant professional designations (e.g. CPA; CFA; CFP)
Currently a registered Investment Advisor Representative (IAR) or willing to obtain IAR registration upon employment by Bluestone
PERSONALITY TRAITS & CHARACTERISTICS
Detail orientation
Task driven – natural disposition to get it right the first time
Understand how backstage details contribute to the client’s frontstage experience
Initiative
Thoughtful approach to work that seeks out better ways to do things
Proactive approach to client management to improve the client experience or circumvent potential client challenges
Team Orientation
Excited by Bluestone’s mission of entrepreneur focus and personal CFO for Entrepreneurs
Understand industry conflict-of-interest issues and why Bluestone’s approach is different
Comfortable with salary plus bonus (bonus based on individual and business performance) compensation arrangement
Attitude of finding a way, doing whatever is needed for the right outcome, collaborative
Emotional IQ
Desire to play an important role in growing a small business, but with the emotional maturity to manage through associated challenges
Emotional orientation that is curious and seeks to understand the drivers of client and colleague behavior
Not afraid to question and challenge colleagues and clients in the right way
APPLY TODAY
To apply please submit a resume along with the following:
Two role models who have had significant influence on your life and why
Two books that have had significant influence on your life and why
Explain how your experience and learning, together with your ambitions, can fit well with Bluestone