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Client Service - Serves clients with excellence providing financial guidance in a manner based on the financial planning philosophy and biblical principles upon which Ronald Blue Trust serves its client base; through biblical relationships, challenging them in key areas to facilitate growth.
Full-timeExpandApply NowActive JobUpdated 4 months ago - UpvoteDownvoteShare Job
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Blue Trust offers a Career Development Plan (CDP) that implements a 3-year development program for moving from Planner to Advisor. The CDP was created to provide clarity in the process of becoming an advisor at Blue Trust.
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Because we are not a broker-dealer nor insurance company, employees are not allowed to "park" their license(s) with Ronald Blue Trust and also cannot "park" their license(s) with another company.
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Blue Trust offers a Career Development Plan (CDP) that implements a development program for moving from Planner to Advisor. Because we are not a broker-dealer nor insurance company, employees are not allowed to "park" their license(s) with Blue Trust and also cannot "park" their license(s) with another company.
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Understands and supports the financial planning philosophy and biblical basis upon which Ronald Blue Trust serves its client base. Possession or pursuit of Chartered Financial Analyst (CFA) designation preferred.
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Understands and supports the counsel and biblical basis upon which Blue Trust serves its client base. Collaborates closely with national office departments, MDs and transitioning advisor teams to understand current workflows, mapping to BT processes, and creation of transition plans.
Full-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its client base. Blue Trust is an equal opportunity employer. The Client Service Associate provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their goals and providing the highest quality client service.
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Effectively utilizes CRM and DMS systems to maintain records in an accurate, up-to-date manner. Minimum of three (3) years prior experience in a support role in administrative support, customer service, or accounting in a financial, investment, banking or accounting company is strongly preferred.
Part-timeExpandApply NowActive JobUpdated 1 month ago
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