About this role
Blue Trust - Private Wealth Advisor at Blue Trust. Location: United States. Role: Business development, Client service, Team leadership Requirements: Bachelor's in Finance/Economics/Accounting or related field; 2–5 years as Financial Planner/Advisor; CFP/CPA/CFA preferred; willingness to travel; must obtain state registrations as needed. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Certifications: certified financial planner (cfp), cpa, cfa Commitment: Full Time Workplace: Onsite Languages: English