Blue Trust, Inc. Jobs in United States

The Managing Director will provide leadership and direction for the ongoing operations of the Fast Track Advisor Program. The ideal candidate is a dynamic sales leader who is dedicated to our mission and values. · Related Experience: Minimum 7 years of related experience in busin ...

The Talent Acquisition Specialist assists with the recruitment screening and selection of candidates in accordance with EEO regulations and procedures established by the Company and supports other Human Resources activities as needed. · ...

The Manager, Field Marketing & Enablement is responsible for equipping Blue Trust's advisors and branches with the tools, templates, and support they need to confidently market their practices in alignment with the firm's brand, strategy, and compliance standards. This role serve ...

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. · Bachelor's degree is required, preferably ...

The Client Service Associate is responsible for overseeing client service to serve Wealth Solutions in the most efficient manner and designing processes to enhance Division operations. · Serves as first responder to client requests and concerns. · Gathers information from clients ...

The Paraplanner, Centralized Services position includes exhibiting technical financial planning expertise. · The role emphasizes administrative responsibilities and focuses on developing expertise in financial planning tools and knowledge. ...

+The Investor Relations Analyst serves as a strategic partner by supporting business development efforts. · +Marketing Support: Prepare briefing pages. · Pipeline Management: Manage Salesforce CRM pipeline process. · ...

The principal accountabilities of the Financial Planner position include preparing customized financial plans for clients and developing high-quality reports and presentations that reflect Blue Trust's financial planning philosophy. · Prepares customized financial plans in a mann ...

The Investor Relations Analyst is responsible for organizing the sales pipeline process as it relates to Family Office, Professional Athletes, Institutional and High Net Worth client segments within Blue Trust. · This includes pipeline management conversation tracking outreach to ...

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 in assets under ...

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.Prepares customized financial plans in ...

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, managing of custody accounts, and bi ...