Associate Advisor-Private Wealth

Blue Trust Inc•Bothell, WA

About The Position

The Associate Advisor-Private Wealth supports advisor(s) in serving client relationships by providing investment expertise and comprehensive financial planning. As an advisor-in-training, the role may also lead client meetings, mentor colleagues, develop new business, and contribute to office- and enterprise-wide initiatives. The position supports business development by identifying referral sources, cultivating networks, engaging clients, and introducing clients to Blue Trust’s full range of services. It manages assigned client relationships under the supervision of a primary advisor, handling requests, preparing and implementing meeting action items, and serving as a primary contact. The role prepares customized financial plans and recommendations, develops professional reports and presentations, coordinates client affairs, and builds toward taking day-to-day responsibility for client relationships. It applies technical knowledge across cash flow, tax and charitable giving, education funding, debt, retirement, insurance, and estate planning; conducts tax planning; assesses gifting opportunities; and implements investment transactions and related account-management tasks. The Associate Advisor also provides training and support to other financial planners, participates in committees and initiatives, follows Blue Trust’s Entrepreneurial Operating System methodology, and adheres to company, professional, and industry compliance standards. Travel may be frequent depending on the assigned client base and territory.

Requirements

Demonstrated in-depth knowledge of biblical passages concerning money and finances, with the ability to apply and integrate this knowledge into client counsel.
Strong verbal and written communication and presentation skills.
Proven decision-making and discernment.
Demonstrated ability to serve clients and others with excellence.
Self-starter with strong multitasking skills and the ability to manage multiple priorities and details in a fast-paced environment.
Knowledge of industry terminology, products, vehicles, and the regulatory environment.
Proven technical, analytical, and problem-solving skills, with keen attention to detail.
Personal integrity and ability to handle confidential data discreetly.
Ability to understand and support the Company’s policies, core values, and organizational goals in day-to-day activities and interactions.
A minimum of 2–5 years serving with distinction in a Financial Planner capacity, demonstrating leadership and excellence in key areas of responsibility.
Bachelor’s degree required.
Completion of assigned Career Development Plan training modules.
Completion of the Certified Financial Planner® designation required.

Nice To Haves

Bachelor’s degree focus in finance, financial planning, or accounting.
Completion of the Certified Kingdom Advisor® designation.
Additional education or credentials, such as an MBA, Certified Public Accountant designation, or other credentials.

Responsibilities

Develop business opportunities through client engagement and involvement in relevant spheres of influence, including referrals, teaching, board service, and social media content.
Understand Blue Trust’s target market and resources, identify potential referral sources and networks, and introduce clients to the company’s full range of services.
Handle client requests with minimal advisor input.
Oversee meeting preparation and implementation of action items.
Lead or co-lead client meetings for assigned relationships under the supervision of the primary advisor.
Serve as the primary point of contact for assigned client relationships under the supervision of the primary advisor.
Prepare customized financial plans and recommendations tailored to client needs.
Provide technical support throughout the financial planning process and maintain client relationships consistent with company values.
Develop accurate, professional reports and presentations reflecting Blue Trust’s financial planning philosophy and principles.
Coordinate client affairs, with the goal of transitioning day-to-day responsibility for client relationships from the advisor to the Associate Advisor.
Assess gifting opportunities involving cash, securities, or other property.
Conduct tax planning, including estimating withholding or quarterly payments and planning for gifts, bonuses, and stock options.
Apply technical knowledge in cash flow planning and analysis, tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning.
Implement investment transactions using the company’s trading software.
Perform investment-management tasks such as tax-loss harvesting, account rebalancing, account reviews, and Quarterly Investment Report generation.
Use financial-planning software applications at a high level of competency.
Provide training and support to financial planners within the Division and/or across the Company.
Serve on office and firm-wide committees or initiatives as needed or requested.
Embrace Blue Trust’s Entrepreneurial Operating System methodology.
Maintain compliance with company Human Resources guidelines, compliance policies, professional designation standards, and industry regulations.
Travel as required by the client base in the assigned territory to serve clients.