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Supports private wealth advisors by serving client relationships, preparing customized financial plans, conducting tax, charitable, retirement, insurance, and estate planning, implementing investment transactions, and managing portfolio activities. The role also involves client meetings, business development, mentoring financial planners, compliance, and coordination of ongoing client affairs. Frequent travel may be required based on the assigned client territory.

Supports financial planners by analyzing confidential client information, preparing customized financial plans and reports, assisting with investment management and tax planning, and responding to client inquiries. Responsibilities include portfolio trading, tax-loss harvesting, rebalancing, gifting, retirement, insurance, estate, education, and cash-flow planning. The role requires integrating Blue Trust’s biblical principles into client counsel, maintaining compliance, and developing technical expertise through a structured planner-to-advisor career path.

Provides administrative and office support, including telephone coverage, greeting visitors, conference room coordination, office services, supply management, document preparation, correspondence, vendor coordination, and confidential information handling. The role supports managers and team members while maintaining professional client service, organizational standards, compliance, and responsiveness in a financial services office.

Prepares customized financial plans, including cash flow, tax, charitable giving, education, debt, retirement, insurance, and estate planning. Implements investment transactions, rebalancing, and tax-loss harvesting; supports advisors with client meetings, documentation, follow-up, and relationship management. Maintains compliance, handles confidential information, uses financial planning and CRM software, and integrates biblical principles into client recommendations.

Supports full-cycle recruiting by attracting, evaluating, and hiring talent aligned with the organization’s mission and values. Partners with hiring managers and HR, builds talent pipelines, advises on selection, maintains recruiting processes, and delivers a professional candidate experience. The role also supports recruiting events, university partnerships, branch visits, recruiting systems, compliance, confidential data handling, and workforce planning.

Supports private wealth advisors by serving client relationships, preparing customized financial plans, developing recommendations, coordinating client affairs, and executing investment management tasks. Leads or co-leads client meetings, handles client requests, supports business development, and provides training to financial planners. Responsibilities include tax, charitable giving, retirement, estate, insurance, education, cash flow, and investment planning while maintaining regulatory compliance and company standards.

Provides centralized investment account management and administrative support to advisors. Responsibilities include portfolio reconciliation, verifying client data in Orion, maintaining portfolio performance accuracy, setting up and maintaining new accounts, ensuring trading readiness, responding to field inquiries, training staff on investment processes, and liaising with custodians while maintaining compliance and confidentiality.

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.

Support advisors in client relationship management, prepare customized financial plans, execute investment transactions, perform tax and estate planning analyses, lead client meetings, drive business development, mentor colleagues, and uphold compliance and firm policies.