Senior Family Office Advisor & Team Leader

Blue Trust, Inc.; Alpharetta (GA); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial advisory firm is seeking an Advisor to provide exceptional service to clients while integrating biblical principles into financial strategies. This role involves supporting the Senior Advisor, leading a team, and developing new business opportunities. Ideal candidates will possess a Bachelor’s degree in finance, strong communication skills, and at least 5 years of relevant experience. The position requires proactive planning and a commitment to client growth and success.

Qualifications

• 5+ years of experience as a Financial Planner or 2 years as an Advisor.
• Completion of Certified Financial Planner or equivalent preferred.
• Strong presentation skills and ability to develop client relationships.

Responsibilities

• Provide excellent service to affluent clients with biblical counsel.
• Support the Senior Advisor in client interactions and business development.
• Lead and train team members to ensure effective client service.

Skills

In-depth knowledge of Biblical principles

Strong communication skills

Business development skills

Analytical skills

Proficiency in Microsoft Office

Strong organization skills

Education

Bachelor’s degree in finance or related field

Tools

Microsoft Excel

Job description

A financial advisory firm is seeking an Advisor to provide exceptional service to clients while integrating biblical principles into financial strategies. This role involves supporting the Senior Advisor, leading a team, and developing new business opportunities. Ideal candidates will possess a Bachelor’s degree in finance, strong communication skills, and at least 5 years of relevant experience. The position requires proactive planning and a commitment to client growth and success.