UHNW Family Office 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

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.