About Blue Trust
For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $70 billion in assets under advisement, over 460 team members and a nationwide network of 20 offices, we offer comprehensive wealth management and trust services to more than 11,500 clients in all 50 states. (as of 6/30/2026 and subject to change).
Position Overview
The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates biblical principles into customized financial plans to help clients and their families achieve their goals.
This role will work out of either the Alpharetta, GA (Atlanta, GA) or Irvine, CA location.
Principal Accountabilities
1. Prepares customized financial plans in a manner that is tailored to the needs of the clients and consistent with the team leader’s goals and preferences.
- Utilizing input from clients, prepares customized financial plans that incorporate client information and is consistent with client goals, while integrating Biblical principles and wisdom into the financial recommendations in a manner consistent with Blue Trust’s financial planning philosophy.
- Develops high quality, accurate, attractive, and professional reports and presentations that reflect and incorporate Blue Trust’s financial planning philosophy and principles into the client recommendations.
- Provides cash flow analysis including bonus payments and stock option planning.
- Assesses gifting opportunities of cash, securities, or other property.
- Assists with tax planning to estimates tax withholding settings or quarterly tax payments, plans for cash, securities or other property gifting opportunities, bonus payments, and stock option planning.
- Exhibits technical knowledge and competency in cash flow planning, tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning.
- Adept at utilizing Planning software deployed within Family Office.
2. Initiates investment transactions in accordance with instructions from the Advisor.
- Implements investment transactions utilizing company’s trading software.
- Performs other investment management tasks such as tax loss harvesting, account rebalancing, account review, and Quarterly Investment Report (QIR) generation.
3. Supports (Sr.) Financial Advisor or Managing Director with client meetings and other interactions including such things as:
- Ensures all materials and financial plans are in good order in advance of scheduled meeting.
- Records meeting notes.
- Prepares follow-up letters for clients, demonstrating solid professional business-writing skills.
- Handles follow up on action items as appropriate.
- Effectively responds to client and outside vendor inquiries or needs as required.
- Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs.
4. Strives to grow and develop appropriate skillset to enhance contribution to client relationships including:
- Actively pursues CFP® or other similar professional designation to enhance financial planning or advisory skillset and knowledge.
- Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses in order to integrate Blue Trust’s philosophy into client counsel and services.
- Approaches work, interactions, and relationships in a manner consistent with the company’s Core Values.
- Demonstrates competence in general business skills and pursues general mastery of appropriate technical and leadership skills to support team and client needs, as well as long-term career growth.
5. Demonstrates computer literacy and knowledge of specialized office programs and competency in utilizing software applications that are company specific, e.g. eMoney, Salesforce (CRM), Laserfiche (DMS), Orion/Eclipse, etc.
6. Maintains the highest Compliance standards by adhering to the company’s Human Resources guidelines, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company.
