About this role
Advisor - Family Office at Blue Trust Inc. Location: Alpharetta, Georgia, United States. Role: Develop business, Serve clients, Lead team Requirements: Advisor with financial planning experience, leadership, and client service skills; strong business development, biblical counsel, and compliance mindset; 5+ years in financial planning or 2+ years as an advisor; degree in finance or related field; CFP or other designation preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel, Microsoft Office, Financial planning software Certifications: certified financial planner (cfp), cpa, cfa, cma, chfc Commitment: Full Time Workplace: Onsite Languages: English