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© All Rights Reserved. ApplyBlast.com
Blue Trust
The Associate Advisor-Private Wealth role at Blue Trust supports advisors in managing client relationships by providing technical expertise in investments and comprehensive financial planning. As an advisor-in-training, the position may involve leading client meetings, mentoring colleagues, developing new business, and contributing to office initiatives. The role requires integrating biblical wisdom with financial expertise to help clients steward their wealth effectively.
Our wealth management advisors apply technical expertise and biblical wisdom to help clients make wise financial decisions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Blue Trust.
Blue Trust didn’t post a salary, so this is our estimate from similar listings.
5% above the average for this role