Emerging Wealth Advisor — Planning & Client Growth

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

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.