Teams at Blue Trust

Build and manage client relationships, convert prospects, develop customized financial plans, and provide ongoing investment management and financial guidance. The advisor reviews client goals, supports plan implementation, responds to inquiries, meets advisor metrics, follows division workflows, and maintains compliance standards. The role requires integrating biblical financial principles into client counsel, collaborating with team members, and using financial planning, CRM, investment management, and office software.

Provides centralized financial planning analysis and client-ready deliverables for advisors and planners. Responsibilities include constructing and updating eMoney plans, tax analysis, estate and insurance document review, education funding analysis, investment proposals, retirement and cash flow planning, and client meeting support. The role requires collaboration, technical accuracy, regulatory compliance, confidentiality, and development toward CFP and CKA certifications.

Own the product lifecycle for financial planning platforms: define strategy and roadmap, gather requirements, lead cross-functional delivery, manage vendors, implement AI-enabled features, drive adoption, and support ongoing optimization to improve advisor productivity and client outcomes.