Associate Advisor

Job description

Description 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 $60 billion in assets under advisement, over 460 team members and a nationwide network of 19 offices, we offer comprehensive wealth management and trust services to more than 11,000 clients in all 50 states. Description: The Associate Advisor supports advisor(s) in serving client relationships with excellence by providing technical expertise on investments and comprehensive financial planning. As an advisor-in-training, may also lead client meetings, mentor colleagues, develop new business, and contribute to office and enterprise-wide initiatives. Principal Accountabilities: Business Development: Demonstrates a growing ability to create and seize business development opportunities through client engagement and involvement in spheres of influence. Some examples include generating referrals from existing clients, generating new opportunities from existing clients, teaching small group(s), serving on board(s), writing content for social me...