Blue Trust
Blue Trust is seeking an Associate Advisor to join its Family Office team, where you will partner with Advisors and Senior Advisors to serve Ultra High Net Worth clients with complex financial needs. This role focuses on cultivating strong client relationships through proactive communication, coordinated service delivery, and comprehensive support for individuals, families, trusts, and foundations. The position ensures every client interaction is executed with accuracy, professionalism, and exceptional care.
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.