Associate Advisor

About Blue Trust

For more than 45 years Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom. Our advisors walk with clients across the wealth spectrum through every season of life helping them steward what has been entrusted to them with clarity confidence and purpose. As a national wealth management company with over $70 billion in assets under advisement Blue Trust serves more than 11500 clients across the country. (as of 6/30/2026 and subject to change)

Summary

We are seeking an Associate Advisor to join our Family Office team serving Ultra High Net Worth (UHNW) clients with complex financial this role you will partner closely with Advisors and Senior Advisors to cultivate and strengthen client relationships through proactive communication coordinated delivery of services and comprehensive support for individuals families trusts and foundations. You will play a key role in ensuring every client interaction is executed with accuracy professionalism and exceptional care.

Job Responsibilities

• Analyze client financial data and prepare accurate client-ready reports and presentations.
• Assist with meeting preparation and coordinate investment-related activities
• Engage in client meetings presentations and strategic discussions helping to strengthen relationships and deliver a high-touch client experience.
• Address routine client inquiries and provide financial planning education to next-generation family members.
• Coordinate meeting follow-ups coordinate client priorities and collaborate with other subject matter experts and team members as needed
• Build technical expertise across investments cash flow management insurance tax and estate planning
• Coach and mentor junior team members
• Contribute to team initiatives to improve efficiency quality and control through system and process enhancements

• Bachelors degree from an accredited college or university required in (Finance Accounting Economics Business Administration or related field).
• Additional education such as an MBA JD LLM are a plus.
• Three to five (3-5) years of related industry experience (i.e. wealth management family office public accounting portfolio management trust and estate administration).
• Minimum of 2 years directly supporting UHNW families (i.e. $25M investable assets)
• Working knowledge of various income tax filings investment asset classes portfolio reporting trust and estate administration financial planning and wealth transfer concepts and other industry specific terminology.
• Clear and professional communication skills including the ability to prepare thoughtful client correspondence presentations and planning materials.
• Strong analytical technical and independent problem-solving skills
• Exceptional attention to detail and the ability to manage competing priorities with follow-through and accountability.
• Discretion integrity and sound judgment when handling sensitive and confidential client information.
• Proficiency with Microsoft Office especially Excel; and other financial planning CRM portfolio reporting and industry specific software such as (eMoney Salesforce Orion Addepar).

Professional Certifications

• Certifications such as CFP CTFA CPA or CIMA are strongly preferred.

Personal Attributes

• Values people and actively contributes to a collaborative and respectful work environment.
• Highly motivated proactive and goal-oriented professional that can manage multiple competing priorities and deadlines.
• Demonstrated leader who effectively balances collaboration with independent decision-making
• Adapts to evolving business needs and consistently demonstrates professionalism sound judgment accountability and follow-through.
• Exhibits intellectual curiosity and a strong commitment to continuous learning professional development and technical excellence.
• Consistently approaches work interactions and relationships in alignment with Blue Trusts Core Values.

Why Join Us

Blue Trust provides wealth management and trust services informed by biblical principles to help clients make wise financial decisions live generously and steward a lasting legacy. Team members join a mission-centered culture grounded in Biblical Wisdom Excellence Life Balance Integrity Faithful Stewardship and Respectful Relationships. We offer meaningful work competitive compensation a comprehensive benefits package and generous paid time off that reflect our commitment to the wellbeing and development of our people.