UHNW Family Office Associate Advisor

Blue Trust, Inc.; Alpharetta (GA); Híbrido; USD 90 000 - 130 000; Tempo integral

Resumo da oferta

Blue Trust, Inc. 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, deliver high-touch client experiences, and support families and foundations with planning and investment coordination.

The role emphasizes accurate client communication, professional presentation, and long-term relationship building within a values-driven, biblically grounded culture.

Qualificações

• Bachelor’s degree in Finance, Accounting, Economics, Business or related field.
• MBA, JD or LLM is a plus and valued for advanced advisory work.
• 3–5 years of wealth management or related experience with UHNW exposure.
• Experience directly supporting UHNW families ($25M+ assets).

Responsabilidades

• Analyze client financial data and prepare client-ready reports and presentations.
• Assist with meeting prep and coordinate investment-related activities.
• Engage in client meetings and strategic discussions to strengthen relationships.
• Provide financial planning education to next-generation family members.
• Coordinate follow-ups and collaborate with team members and subject matter experts.
• Develop expertise across investments, cash flow, insurance, tax and estate planning; mentor juniors.

Conhecimentos

Client communication

Analytical skills

Problem solving

Attention to detail

Team mentorship

Project management

Formação académica

Bachelor's degree in Finance/Accounting/Economics/Business

MBA/JD/LLM a plus

Ferramentas

Excel

eMoney

Salesforce

Orion

Addepar

Descrição da oferta de emprego

Blue Trust, Inc. 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, deliver high-touch client experiences, and support families and foundations with planning and investment coordination.

The role emphasizes accurate client communication, professional presentation, and long-term relationship building within a values-driven, biblically grounded culture.