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Senior Trust & Estate Strategist
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-08-24
Listing for:
Blue Trust
Full Time
position Listed on 2026-08-24
Job specializations:
-
Business
Regulatory Compliance Specialist
Job Description & How to Apply Below
Blue Trust in Alpharetta, GA seeks a Senior Associate - Trust & Estate to support Senior Advisor in providing advanced estate, gift, trust and charitable planning for Family Office clients. You will serve as a technical authority, partner with legal and tax professionals, and contribute to educational content.
Must bring strong analytical and communication skills, and experience with UHNW planning, with proficiency in Luminary and related planning tools.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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