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© All Rights Reserved. ApplyBlast.com
Blue Trust
The Financial Planner role involves creating customized financial plans that integrate biblical principles and technical expertise to help clients achieve their financial goals. This position requires analyzing confidential client information, supporting senior advisors with client meetings, and initiating investment transactions. The role is based in either Alpharetta, GA, or Irvine, CA, and focuses on delivering comprehensive wealth management and trust services.
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.
11% above the average for this role