Associate Advisor
Blue Trust
- Experience
- 3+ yrs
- Location
- Alpharetta, Georgia, United States
- Job type
- Full-time
Required skills
- Microsoft Office
- Microsoft Excel
- eMoney
- Salesforce
- Orion
- Addepar
About the role
Bachelor's degree in finance, accounting, economics, business administration or related field; 3-5 years related industry experience; 2+ years directly supporting UHNW families; proficiency with Microsoft Office, Excel, and financial planning software; strong analytical and communication skills.
About Blue Trust
Faith-based, fee-only wealth management firm serving individuals, families, businesses, institutions, and athletes across the United States.
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