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© All Rights Reserved. ApplyBlast.com
Blue Trust
The Paraplanner, Centralized Planning delivers high-quality financial planning analysis and client-ready deliverables to support Advisors and Planners in serving clients effectively. This role leverages technical expertise and standardized processes to develop comprehensive financial planning solutions while upholding the company's standards of care. Team members collaborate with planners and advisors across the country to organize key financial planning deliverables for client meetings.
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.
Right around the average for this role