Associate Advisor

Blue Trust; Tempe (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Blue Trust in Tempe, AZ seeks an Associate Advisor to support advisors in delivering exceptional client service and technical financial planning. You will assist in preparing plans, reports, and investment recommendations while growing in leadership duties and cross-functional collaboration.

The role emphasizes client engagement, meeting preparation, and effective coordination of ongoing client affairs, under supervision of senior staff.

Qualifications

• Deep knowledge of biblical principles related to money and finances and ability to apply this in client counsel.
• Strong verbal and written communication and presentation skills.
• Proven decision-making and discernment.

Responsibilities

• Supports advisors by preparing customized financial plans and technical analyses.
• Helps manage client relationships and coordinates meetings under supervision.
• Leads or co-leads client meetings and serves as primary contact for assigned relationships.
• Executes investment planning tasks and uses trading software to implement transactions.
• Provides training and support to junior planners and participates in firm initiatives.

Skills

Communication

Leadership

Multitasking

Problem-solving

Attention to detail

Discretion with confidential data

Education

Bachelor's degree in finance or accounting

Tools

MS Excel

Job description

About Blue Trust

For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states.

Description

For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states.

Role Overview

An Associate Advisor Supports advisor(s) in serving client relationships with excellence by providing technical expertise on investments and comprehensive financial planning. As an advisor-in-training, may also lead client meetings, mentor colleagues, develop new business, and contribute to office and enterprise-wide initiatives.

Principal Accountabilities

Business Development: Demonstrates a growing ability to create and seize business development opportunities through client engagement and involvement in spheres of influence. Some 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, etc.

• Understands the company target market and resources.
• Evaluates and identifies potential referral sources and networks where new opportunities for business may be found.
• Introduces clients to the complete range of Blue Trust services.

Client Service: Handles client requests with minimal advisor input.

• Oversees meeting prep and implementation of action items.
• Leads or co-leads client meetings for assigned client relationships under supervision of primary advisor.
• Serves as primary point of contact for assigned client relationships under supervision of primary advisor.

Technical: Supports (Sr.) Private Wealth Advisor by preparing customized financial plans in a manner that is tailored to the needs of the clients.

Provides excellent service and technical support in the financial planning process to both clients and the (Sr.) Financial Advisor through maintaining client relationships in a manner consistent with company values and applied in-depth technical skills and expertise.

• Prepares customized financial plans and recommendations for delivery to the client.
• Develops high quality, accurate, attractive and professional reports and presentations that reflect and incorporate Blue Trust’s financial planning philosophy and principles into the client recommendations.
• Manages on-going coordination of client affairs, leading to transfer of day-to-day responsibility for managing the client relationship from the Advisor to the Associate Advisor.
• Assesses gifting opportunities of cash, securities, or other property.
• Conducts tax planning to estimate tax withholding settings or quarterly tax payments, plans for cash, securities or other property gifting opportunities, bonus payments, and stock option planning.
• Exhibits technical knowledge and competency in cash flow planning and analysis (including bonus payments and stock option planning), tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning.
• Implements investment transactions utilizing company’s trading software.
• Performs other investment management tasks such as tax loss harvesting, account rebalancing, account review, and Quarterly Investment Report (QIR) generation.
• Demonstrates high level of competency in utilizing technical financial planning software applications.

Leadership and Management: Assumes some leadership responsibilities with clients and team.

• Provides training and support for financial planners within the Division and/or across the Company, lending experience and expertise to help others learn, grow, and achieve a level of competency in the Financial Planner role.
• Serves on office and firm-wide committees/initiatives, as needed / requested.
• Embraces Blue Trust’s Entrepreneurial Operating System (EOS) methodology.

Compliance: Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company.

Requirements

• Demonstrated in-depth knowledge of those portions of both the old and new testaments of the Bible with scriptural references to money and finances, and an ability to apply and integrate this knowledge into all phases of client counsel.
• Strong verbal and written communication and presentation skills.
• Proven decision making and discernment.
• Demonstrated ability to serve clients and others with excellence.
• Self-starter and strong multitasker with ability to juggle multiple priorities and detail in a fast-paced environment.
• Knowledge of industry terminology, products, and vehicles as well as regulatory environment.
• Proven technical, analytical, and problem-solving skills with keen attention to detail.
• Proficiency in Microsoft Office with a high level of expertise in MS Excel and proven capability utilizing company’s industry-specific software.
• Personal integrity and the ability to discreetly handle confidential data.
• Understands and supports Company’s policies, core values and organizational goals exhibited by day-to-day business activities and interactions.

Education, Experience & Skills

• Served with distinction in the Financial Services Industry with a minimum of 2-5 years demonstrating leadership and excellence in all key areas of responsibility.
• Bachelor's degree is required with a focus in finance, financial planning, or accounting strongly preferred.

Certifications, Licenses and Registrations

• Completion of the Certified Financial Planner® designation or Certified Public Accountant designation is strongly preferred.
• Completion of the Certified Kingdom Advisor® designation is strongly preferred.
• Additional education and credentials are a plus, such as MBA or other.
• If you have a license to sell securities or insurance, you will need to allow your license to expire after leaving your prior employer. Because we are not a broker-dealer nor insurance company, employees are not allowed to “park” their license(s) with Blue Trust and cannot “park” their license(s) with another company.

Travel Requirements

Travel demands depend upon client base in assigned territory and may include frequent travel by car, air, or other reasonable means of transportation, to ensure clients are served in a manner consistent with Division’s client service model.

Why Join Blue Trust?

At Blue Trust, you’ll join a team of inspiring leaders and become part of a vibrant culture that is focused on impacting the lives of our clients for generations to come. If you’re ready to take on a challenging, rewarding role in a company that values excellence and eternal impact, we’d love to hear from you!

Blue Trust is an equal opportunity employer