Associate Advisor, Advisor Accelerator Program - Indianapolis - Blue Trust

    Blue Trust
    Blue Trust Indianapolis

    23 hours ago

    Description

    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 business development skills You'll work alongside experienced advisors to serve clients with excellence deepen your understanding of Blue Trust's financial planning philosophy and begin building your own client relationships.

    • Main Responsibilities:
    • Create seize business development opportunities through client engagement involvement in spheres of influence Examples include generating referrals from existing clients generating new opportunities from existing clients teaching small group(s) serving on board(s) writing content for social media utilizing personal professional networks etc
    1. Understand the company target market resources
    2. Evaluate identify potential referral sources networks where new opportunities may be found
    This role requires a strong ability to create seize business development opportunities grow own book of business as well as handle responsibilities such as meeting prep implementation action items oversees coordination between Centralized Services team preparing customized financial plans tailored needs assigned clients Lead co-lead meetings under supervision advisor Serve primary point contact regarding all matters related assigned accounts.

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