Associate Advisor

About Blue Trust

For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom. Our advisors walk with clients across the wealth spectrum through every season of life, helping them steward what has been entrusted to them with clarity, confidence, and purpose. As a national wealth management company with over $70 billion in assets under advisement, Blue Trust serves more than 11,500 clients across the country. (as of 6/30/2026 and subject to change)

Summary

We are seeking an Associate Advisor to join our Family Office team serving Ultra High Net Worth (UHNW) clients with complex financial needs. In this role, you will partner closely with Advisors and Senior Advisors to cultivate and strengthen client relationships through proactive communication, coordinated delivery of services, and comprehensive support for individuals, families, trusts, and foundations. You will play a key role in ensuring every client interaction is executed with accuracy, professionalism, and exceptional care.

Job 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, helping to strengthen relationships and deliver a high-touch client experience.
• Address routine client inquiries and provide financial planning education to next-generation family members.
• Coordinate meeting follow-ups, coordinate client priorities and collaborate with other subject matter experts and team members, as needed
• 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 through system and process enhancements