Associate Advisor

Blue Trust; Alpharetta (GA); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Generous paid time off

Job summary

Blue Trust is seeking an Associate Advisor to join our Family Office team serving UHNW clients with complex financial needs. You will partner with Advisors to cultivate relationships and deliver comprehensive support for individuals, families, trusts, and foundations.

You will analyze client financial data, prepare client-ready reports, assist with meetings, and help coordinate investment activities while maintaining a high-touch, compliant client experience.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration or related field required.
• MBA, JD, LLM are a plus.
• 3–5 years of related industry experience in wealth management, family office, public accounting, portfolio management, trust and estate administration.
• Minimum of 2 years directly supporting UHNW families ($25M+ investable assets).
• Knowledge of income tax filings, investment asset classes, portfolio reporting, trust and estate administration, financial planning and wealth transfer concepts.
• Strong, clear communication including client correspondence, presentations and planning materials.
• Strong analytical, technical, and independent problem-solving skills.
• Exceptional attention to detail with the ability to manage competing priorities.
• Discretion, integrity, and sound judgment with confidential client information.
• Proficiency with Microsoft Office, Excel, and tools like eMoney, Salesforce, Orion, Addepar.

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 to strengthen relationships.
• Address routine client inquiries and provide financial planning education to next-generation family members.
• Coordinate meeting follow-ups and collaborate with subject matter experts and team members.
• 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.

Skills

Financial analysis

Client relationship management

UHNW experience

Communication

Excel

CRM systems

Education

Bachelor’s degree in Finance/Accounting/Economics/Business Administration

MBA/JD/LLM (plus)

Tools

eMoney

Salesforce

Orion

Addepar

Excel

Job description

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 11,500 clients across the country. (as of 6/30/2026 and subject to change)

Job Type

Full-time

Description

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 11,500 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 needs. In 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

Requirements

• Bachelor’s 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 Trust's 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.