About this role
Associate Advisor at Blue Trust Inc. Location: Deerfield, Illinois, United States. Role: leading meetings, preparing plans, serving clients Requirements: Supports wealth advisors by preparing financial plans, handles client service, and may lead meetings; requires communication, analytical, and multitasking skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Excel, Financial planning software Certifications: certified financial planner, certified kingdom advisor Commitment: Full Time Workplace: Onsite Languages: English