Blue Trust
The Senior Trust Advisor administers a complex book of personal trust accounts, including revocable and irrevocable trusts, estates, and guardianships, while ensuring compliance with fiduciary duties and applicable laws. This role involves providing high-quality service to clients and beneficiaries, coordinating with external and internal partners, and supporting business development activities. The position requires in-depth knowledge of estate planning, tax law, and financial planning to manage risk and promote the growth of Blue Trust.
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.