Biblical Principles Financial Planner

Blue Trust, Inc.; Georgia; On-site; USD 72,000 - 115,000; Full time

Job summary

Blue Trust, Inc. is seeking a Financial Planner to join its Family Office, working from Alpharetta, GA or Irvine, CA. You will craft customized financial plans, integrate biblical principles, and support investment decisions and client relationships.

The role emphasizes analytical rigor, tax and gifting considerations, and cross-functional collaboration. The position offers opportunities for CFP pursuit, professional development, and a performance-based incentive structure with a base salary in

Qualifications

• Proven technical, analytical, and problem-solving skills.
• Strong communication skills, both verbal and written.
• Proficiency in Microsoft Excel.

Responsibilities

• Prepares customized financial plans aligned with client goals and biblical principles.
• Initiates investment transactions per Advisor instructions and performs related tasks.
• Supports Advisors with client meetings, follow-ups, and documentation.
• Maintains compliance with company guidelines and regulatory standards.

Skills

Client communication

Financial analysis

Education

Bachelor's degree in business/finance/ accounting/ financial planning

Tools

eMoney

Salesforce

Laserfiche

Orion/Eclipse

Job description

Blue Trust, Inc. is seeking a Financial Planner to join its Family Office, working from Alpharetta, GA or Irvine, CA. You will craft customized financial plans, integrate biblical principles, and support investment decisions and client relationships.

The role emphasizes analytical rigor, tax and gifting considerations, and cross-functional collaboration. The position offers opportunities for CFP pursuit, professional development, and a performance-based incentive structure with a base salary in