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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