Senior Family Office Advisor & Team Leader

A financial advisory firm is seeking an Advisor to provide exceptional service to clients while integrating biblical principles into financial strategies. This role involves supporting the Senior Advisor, leading a team, and developing new business opportunities. Ideal candidates will possess a Bachelor’s degree in finance, strong communication skills, and at least 5 years of relevant experience. The position requires proactive planning and a commitment to client growth and success.
This role, Senior Family Office Advisor & Team Leader at Blue Trust, Inc., could be your next career step. We are currently recruiting a Senior Family Office Advisor & Team Leader for our team in Alpharetta, GA, United States. This is an excellent position to take on the Senior Family Office Advisor & Team Leader role at Blue Trust, Inc.