About this role
Financial Planning Associate at Blue Trust Inc. Location: Charlotte or United States. Role: assist meetings, perform trading, tax planning Requirements: Bachelor’s degree preferred; strong Excel; excellent communication; ability to learn; high integrity; no prior experience required but valued. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: eMoney, Salentica, Orion, Microsoft Excel, MS Office Certifications: certified financial planner (cfp), mba, chfc, cpa Commitment: Full Time Workplace: Onsite Languages: English