Associate Advisor-Private Wealth

Blue Trust•Bothell, WA

About The Position

The Associate Advisor 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 includes preparing customized financial plans and recommendations, coordinating client affairs, and progressively taking over day-to-day responsibility for client relationships from an advisor. It also involves investment implementation and management tasks, client development, colleague training, committee participation, and maintaining compliance with company and industry standards. Blue Trust is a national wealth management company that has helped clients bring faith and finances together for more than 45 years. It serves more than 11,000 clients and has over $62 billion in assets under advisement, as of December 31, 2025, subject to change. Its advisors combine financial expertise and biblical wisdom to help clients steward their resources across the wealth spectrum and through every season of life.

Requirements

At least 2–5 years of distinguished experience serving as a Financial Planner, demonstrating leadership and excellence in key areas of responsibility.
Bachelor’s degree required; a focus in finance, financial planning, or accounting is strongly preferred.
Completion of the Certified Financial Planner® designation is required.
Demonstrated in-depth knowledge of biblical passages concerning money and finances, and ability to apply and integrate that knowledge into client counsel.
Strong verbal and written communication and presentation skills.
Proven decision-making and discernment.
Ability to serve clients and others with excellence.
Self-starter and strong multitasker able to manage multiple priorities and details in a fast-paced environment.
Knowledge of industry terminology, products, vehicles, and the regulatory environment.
Technical, analytical, and problem-solving skills with keen attention to detail.
Personal integrity and ability to handle confidential data discreetly.
Understanding and support of company policies, core values, and organizational goals, demonstrated in day-to-day activities and interactions.
Completion of assigned Career Development Plan training modules.

Nice To Haves

Completion of the Certified Kingdom Advisor® designation is strongly preferred.
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 spheres of influence, including generating referrals and new opportunities, teaching small groups, serving on boards, and writing social media content.
Understand the company’s target market and resources, identify potential referral sources and networks, and introduce clients to Blue Trust’s full range of services.
Handle client requests with minimal advisor input, oversee meeting preparation and follow-up action items, and serve as a primary contact for assigned relationships under the primary advisor’s supervision.
Lead or co-lead client meetings for assigned relationships under supervision.
Prepare customized financial plans and recommendations tailored to client needs, and provide technical support throughout the financial planning process.
Develop accurate, professional reports and presentations that incorporate Blue Trust’s financial planning philosophy and principles.
Coordinate client affairs and transition day-to-day responsibility for client relationships from the advisor.
Assess cash, securities, and other property gifting opportunities; conduct tax planning for withholding or quarterly payments; and plan for bonuses and stock options.
Apply technical expertise 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 and perform tasks such as tax-loss harvesting, account rebalancing, account reviews, and Quarterly Investment Report generation.
Use technical financial planning software applications effectively.
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.
Embrace Blue Trust’s Entrepreneurial Operating System methodology.
Follow Human Resources guidelines, compliance policies, professional designation standards, and industry regulatory standards.
Travel as required by the client base in the assigned territory to provide service consistent with the Division’s client service model.