Blue Trust Jobs in United States

The Advisor in the Family Office provides world-class service to their team's clients. Provides leadership, direction, and accountability for team members, ensuring their on-going growth and development. · Business Development - Demonstrates a growing ability to create and seize ...

Talent Acquisition Specialist Build Top Talent · We are seeking a highly skilled Talent Acquisition Specialist to join our team at Blue-Trust. · Assist in recruiting and screening candidates with excellent interpersonal skills, strong work ethic, and Bachelor's degree in Manageme ...

· Full-time · Description · 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, record keeping, mana ...

Medical Financial Counselor · This role requires leadership skills with team members providing world-class service to clients while continually seeking new business development opportunities. · Serves clients with excellence providing financial guidance based on biblical principl ...

The role involves providing expert financial guidance to affluent clients while fostering relationships through small groups community organizations churches etc., delivering new plans identifying referral sources enhancing company visibility using resources appropriately strengt ...

Private Wealth Advisor · The Private Wealth Advisor provides world-class service to clients and continually strives to bring new clients into the Company to serve. · Hiring Locations: · <ul style= ...

· Full-time · Description · The Associate Advisor supports advisor(s) in serving client relationships with excellence by providing technical expertise on investments and comprehensive financial planning. As an advisor-in-training, may also lead client meetings, mentor colleagues ...

Associate Advisor, Advisor Accelerator Program · As an Associate Advisor in the Advisor Accelerator Program you will support the Private Wealth Division by delivering technical expertise in financial planning and investment management while growing your client leadership and busi ...

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 ...

Financial Planner · The Financial Planner role at Blue Trust involves communicating effectively with clients and colleagues to develop customized financial plans that incorporate biblical principles. · Prepare tailored financial plans for clients based on their needs and goals. · ...

Associate Advisor · The Associate Advisor supports advisor(s) in serving client relationships with excellence by providing technical expertise on investments and comprehensive financial planning. As an advisor-in-training, may also lead client meetings, mentor colleagues, develop ...

Associate Advisor Role · At Blue-Trust, we are seeking a highly skilled and motivated Associate Advisor to join our Family Office team. This is an exciting opportunity for a talented individual to support senior advisors in delivering exceptional client service and building stron ...

Associate Advisor In The Advisor Accelerator Program · You will support the Private Wealth Division by delivering technical expertise in financial planning and investment management. You'll work alongside experienced advisors to serve clients with excellence, deepen your understa ...

Main Responsibilities: · • Supports (Sr.) Advisors by preparing customized financial plans in a manner that is tailored to the needs of the clients. · • Provides excellent service and technical support in the financial planning process through bible relationships applied technica ...

The Event Manager is responsible for leading Blue Trust's event strategy to elevate the brand and deepen client relationships. · ...

· Full-time · Description · About Blue Trust · For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion ...

· 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. · Principal Accountabilities: · 1. Handle ...

Accounting Paraplanner · We are seeking an Accounting Paraplanner to join our Centralized Services team at Blue Trust. · ...

· About Blue Trust · For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under advisement ...

Private Wealth Advisor · The Private Wealth Advisor plays a key role in delivering exceptional service to our clients and fosters growth within the company by attracting new clients. As a leader, they oversee team members and help them grow professionally. · Hiring Locations: · A ...