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© All Rights Reserved. ApplyBlast.com
Blue Trust
The Associate Advisor supports advisors in serving client relationships by providing technical expertise on investments and comprehensive financial planning. As an advisor-in-training, the role may involve leading client meetings, mentoring colleagues, developing new business, and contributing to office initiatives. The position requires a strong foundation in financial planning, business development, and client service within a wealth management context.
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.
31% above the average for this role