Financial Planner - Family Office
Blue Trust
- Salary
- $72k - $115k
- Experience
- 3+ yrs
- Location
- Alpharetta or Irvine
- Job type
- Full-time
Required skills
- Microsoft Office
- Microsoft Excel
- eMoney
- Salesforce
- Laserfiche
- Orion
- Eclipse
About the role
Bachelor's degree in business, finance, accounting, or financial planning required; 3+ years financial planning experience preferred; CFP preferred; proficiency in Microsoft Office, especially Excel; knowledge of financial planning and investment management; ability to integrate biblical principles.
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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