Business Consulting Associate

Description

For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom. Our advisors walk with clients across the wealth spectrum through every season of life, helping them steward what has been entrusted to them with clarity, confidence, and purpose. As a national wealth management company with over $62 billion in assets under advisement, Blue Trust serves more than 11,000 clients across the country.

(as of 12/31/2025 and subject to change)

The Business Consulting Associate analyzes corporate financial information and integrates the business planning philosophy and biblical principles upon which the company serves its clients into customized plans to help clients achieve their goals. This position includes the opportunity for career progression in the Business Consulting Division through learning and developing technical business planning expertise.

1. Supports Business Consulting Division in meeting the growing demand for business consulting advisory services among the Company’s Field offices and direct client relationships. Advisory services include strategic growth planning, generational wealth transfer, comprehensive succession planning, mergers and acquisitions, business valuation review, corporate capital structure and charitable strategies, and other services as client needs warrant.

• Provides both direct and indirect support delivering business consulting services to division and firm financial advisors (FAs) and their clients to add capacity to the Business Consulting Division.
• Develops high quality, accurate, attractive, and professional reports and presentations.
• Develops complex financial models that forecast projections and rate of return metrics based on company, industry, and macro-economic conditions.
• Analyzes industry and transactional databases to evaluate clients’ market positions and corporate valuations.
• Assists with client meetings, records meeting notes, follows up regarding meetings, and responds to client and outside advisor inquires.
• Respects the FA/client relationship as pre-eminent, includes FAs in all client communications, and aids in building credibility and increasing clients’ appreciation for the division’s and the company’s value proposition.
• Serves FAs and their clients with excellence, responding in a timely manner to FA/client inquiries, communicating proactively and exhibiting professionalism in all FA/client interactions.
• Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses to integrate the firm’s philosophy into client counsel and services.
• Leverages internal specialist resources, as needed, to ensure client needs are met.
• Leverages third-party resources, as required and with FA approval, to ensure client needs are met.

2. Educating & Equipping FAs – Develops business consulting training materials for FAs in partnership with team and collaborates on ongoing FA education efforts. Supports FAs in client/prospect marketing efforts.

• Partners with team to develop internal training materials for FAs, including written materials and web-based training modules (podcasts, webinars, "classroom" training, etc.).
• Supports FAs in their annual business development planning, evaluating business consulting opportunities with existing client relationships and within FAs’ local communities and centers of influence.
• Assists FAs in preparation for client/prospect meetings where business consulting opportunities exist.
• Assists FAs in drafting engagement letters and fee quoting as business consulting opportunities arise.
• Keeps current with industry trends affecting the business consulting services space and communicates relevant trends to FAs.

3. Enhancing Company Offering – Increases quality of Blue Trust’s business consulting offering through maintaining compelling business development materials and developing targeted relationships with selected third-party resource providers.

• Assists in development and…