Blue Trust Jobs in United States

The Portfolio Analyst ensures clients' portfolios are invested in accordance with the stated goals, · conducts annual investment reviews, · and partners with other functional areas of the company to formulate a total investment solution designed to meet institutional and individu ...

The Social Media & Content Specialist is responsible for bringing the Blue Trust brand to life across digital channels — crafting compelling, faith-aligned content while managing the firm's day-to-day social media presence. · Develop and produce original social media content (gra ...

A financial services company in Alpharetta, GA, seeks a Manager of Field Marketing & Enablement to equip advisors with effective marketing tools, training, and support. The role involves collaborating with various teams to align enablement resources with brand and compliance stan ...

The Manager Field Marketing & Enablement is responsible for equipping Blue Trusts advisors and branches with the tools templates and support they need to confidently market their practices in alignment with the firms brand strategy and compliance standards. · This role serves as ...

The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. · Strives to build organizational capacity, create and seize business development opportunities, and maintain a healthy co ...

The Investment Operations Specialist is responsible for providing investment account management and investment administrative support to the (Sr.) Private Wealth Advisors in accordance with their instructions and client needs/requests. · ...

+The Client Accounting Coordinator is primarily responsible for handling various aspects of the client bill-pay function. · +Processes confidential client financial information and performs bookkeeping, record keeping, managing of custody accounts, · and bill paying services for ...

The Client Service Associate is responsible for overseeing the various aspects of client service to serve Wealth Solutions (includes Family Office, Sports & Entertainment and/or Institutional clients) in the most efficient and careful manner. · ...

The Client Accounting Coordinator is primarily responsible for handling various aspects of the client bill-pay function.Principal Accountabilities: · Processes confidential client financial information and performs bookkeeping... · ...

The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, · and integrates biblical principles into customized financial plans to help clients and their families achieve their goals. · ...

The Manager Field Marketing & Enablement is responsible for equipping Blue Trusts advisors and branches with the tools templates and support they need to confidently market their practices in alignment with the firms brand strategy and compliance standards. · This role serves as ...

The Paraplanner position includes exhibiting technical financial planning expertise in analyzing client financial information and developing customized plans. · Interacts with Planners, Advisors, and Clients to organize key deliverables for meetings. · Develops high quality repor ...

The Investment Operations Specialist provides investment account management and administrative support to Private Wealth Advisors.The specialist handles portfolio reconciliation processing, · verifies client data, · maintains system portfolio performance, · and performs account m ...

The Investor Relations Analyst serves as a strategic partner to Advisors by supporting business development efforts of the Family Office division within Blue Trust.Support Advisors in preparing for prospect and client meetings, by developing briefing pages, PowerPoint presentatio ...

The Private Wealth Advisor provides world-class service to team's clients continually strives to effectively bring new clients into the Company to serve Provides leadership direction accountability for team members ensuring their on-going growth development. · Principal Accountab ...

The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates biblical principles into customized financial plans to help clients and their families achieve their goals. · ...

The Investor Relations Analyst serves as a strategic partner to Advisors by supporting business development efforts of the Family Office division within Blue Trust. This role focuses on managing the sales pipeline process, coordinating and executing marketing and event activities ...

The Talent Acquisition Specialist assists with the recruitment, screening, and selection of candidates in accordance with EEO regulations and procedures established by the Company. · Ensures that the Company attracts and retains a fully competent workforce by implementing recruit ...

The Financial Planner prepares customized financial plans in a manner that is tailored to the needs of the clients and consistent with the team leader's goals and preferences. Utilizing input from clients, it develops high quality, accurate, attractive, and professional reports a ...

The Talent Acquisition Specialist assists with the recruitment, screening and selection of candidates in accordance with EEO regulations and procedures established by the Company. · ...