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© All Rights Reserved. ApplyBlast.com
Blue Trust
The Financial Planning Associate role at Blue Trust involves supporting clients with comprehensive wealth management and trust services by integrating technical financial planning expertise with biblical principles. The position offers career progression opportunities, focusing on developing skills in financial analysis, investment management, tax planning, and client counseling. Associates will create customized financial plans and professional reports to help clients achieve their financial goals while adhering to the company's core values and compliance standards.
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.
16% below the average for this role