Careers

A Different Purpose.  A Different Impact.  A Different Career.

At Ronald Blue Trust we view the opportunity to serve our clients as a singular honor, helping them steward their resources to free them up to focus on building their legacy in this life and the next. To accomplish these unique goals requires unique people. Ronald Blue Trust is in search of professionals to join our team who seek to use their career in support of a mission and vision larger than themselves.

Our vision is for our team members to feel valued, equipped, and empowered to make an impact through their work in the lives of our clients; and, through our clients, to the world at large. We strive to honor the dignity of the family and enable our employees to build their own legacies.


Ronald Blue Trust team members enjoy the opportunity to work alongside highly competent and talented professionals who excel at their work and share their same values and sense of purpose. This is key to why many have not only joined Ronald Blue Trust, but why they are choosing to build their careers here.

Our Vision

Ronald Blue Trust exists to provide wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. It is our desire for our team members to experience the unity and transparency that is created through this application of biblical wisdom.


Our Values

We have determined distinct core values by which we guide and build our organization. It is through these ideals that we weigh decisions, measure outcomes, and determine behavior.

We have our own success story – people with a vision and a mission. Learn more about how our founders shaped us into the company we are today.


Biblical Wisdom

We strive to bring accurate interpretation and practical application of God's word, aligned with our knowledge and experience, to the lives of those with whom we interact.

Excellence

We pursue continuous improvement in everything we do, always pressing to reach a higher standard.

Life Balance

We endeavor to live our lives so that appropriate attention is given to life areas of family, work, and spiritual development.

Integrity

We will do the right thing even when it is difficult or when no one else is looking.

Faithful Stewardship

With faithful prudence we will manage and advise the human, financial, reputational, and relational resources with which our organization is entrusted.

Respectful Relationships

We will show consideration in our relationships by interacting with others in a manner that is biblically consistent.

Our team is made up of a diverse group of people from varying backgrounds including seasoned professionals, recent graduates, and career changers. They come from all walks of life from all over the country and, for some, from all over the world. Let us introduce you to a few of them while you learn more about what it means to be a part of the Ronald Blue Trust team, why they came here, and why they chose to build their careers here.

 

Aaron Klopfenstein, CFP®, CWS®

Managing Director, Central U.S. Region

Cheryl Maddox

Financial Planning Associate

Matthew Yung, CFP®

Operations Manager

Beverly Destefano, CFP®, CWS®

Sr. Private Wealth Advisor and Operations Manager


"At Ronald Blue Trust, we are trying to build a company that lasts 100+ years. I enjoy working with people who are committed to being part of something that is bigger than any one individual. One thing I appreciate about Ronald Blue Trust is that we are unified by a common mission, vision, and core values. There's an authenticity in the organization from top to bottom. That makes it a very special place to work."



"I consider it a privilege to work every day alongside others who share my beliefs and to have the opportunity to use my gifts, skills, and abilities to impact the lives of our clients for the kingdom."



"Ronald Blue Trust isn't just a great place to work, but is a community of co-laborers united behind a purpose that goes far beyond profit."



"Ronald Blue Trust exemplifies its core values: Biblical Principles, Integrity, Faithful Stewardship, Excellence, and Life Balance."


Anehita Chie, CPA

Financial Planner

Gary Bell, CFP®, CWS®

Managing Director

Mike Haddad, CFP®, CWS®

Managing Director


"Working with individuals that share the same life mission is exhilarating. Identifying areas of risk and mapping out processes and training to address such areas of weakness, provides me a lot of personal fulfillment. The knowledge that as part of the Compliance team, I'm helping to protect the company's interests so that it can continue to fulfill its mission, is icing on the cake. Who wouldn’t be excited about that?"



"Working at Ronald Blue Trust allows me to fulfill my passion of helping people manage their finances according to biblical principles. Relationships with many clients have developed into deep friendships that move beyond financial discussions. Ronald Blue Trust cultivates and encourages this culture through the values and principles modeled by the great people in the company."



"As times become more challenging both economically and politically, I realize how critical it is to be part of an organization like ours, committed to its principles and staying the course in the face of significant headwinds and obstacles. This is a very rare quality for an organization, especially in the financial industry."

Ronald Blue Trust seeks to empower our clients, assisting them to live enriched lives and achieve clarity and confidence around their finances. The same applies to our people. We believe in supporting and encouraging the health and welfare of our team members and their families and recognize the importance of balancing work demands with personal life needs. We want to invest in and enhance the quality of life for our team members and offer a competitive compensation and benefit package including traditional and non-traditional benefits.

 

 

 

 

Traditional Benefits

Our company offers market competitive group medical, dental, vision, and life insurance along with additional voluntary benefits such as flexible spending accounts and retirement plan options.

You can download a full description of our benefit offering here.

Paid Time Off Programs

We recognize the importance of balancing work demands with personal life needs. We teach this tenet to our clients and we desire the same for our team members. We seek ways to enhance the quality of life for our employees and offer extensive Paid Time Off to eligible employees in support of this goal including:

Flexible Paid Time Off Program - This plan covers traditional types of time off including vacation time, holidays, time off for short-term illnesses, etc.

Volunteer Time Off -Volunteer time off (VTO) supports employees in giving back to their communities by providing paid time for community volunteering during the workday. Full-time employees may take 20 paid hours per year to volunteer during the workday. Part-time employees may take 10 paid hours per year.

Financial Support Services

As a financial services company, Ronald Blue Trust deeply understands the importance of personal finance management and its impact on physical, mental, and spiritual well-being. Therefore we provide support and financial assistance for:

Financial Planning - Available through our Everyday Steward division.

Will and Estate Document Assistance - We assist in paying for document creation and updates with the attorney of the team member’s choosing.

Share It Forward Fund - We maintain a company and employee funded account designed to provide monetary assistance in the event of financial hardship or critical need of a team member.

Ronald Blue Trust believes that the growth and development of our employees is paramount to our success. We provide distinct career paths for professionals, provide consistent support to our team members through our professional development program and benefits, and invest in the development of the next generation of Ronald Blue Trust through our internships.
 

 

 

 

Career Path

Ronald Blue Trust Advisors have a defined and intentional path in their career development. Most Advisors follow one of our two traditional Financial Planning Career Paths.

You can view our Financial Planning Career Path here.

Professional Development

All team members are encouraged to develop a comprehensive professional development plan which includes obtaining and maintaining professional designation(s), company-provided internal coursework, external seminars or training, and/or additional degree programs.

In support of our commitment to the professional development of all our team members, we offer tuition reimbursement for approved course work, paid time off to study for tests, and reimbursement for certification costs and external CE required for certification maintenance.

Internships

"It is an amazing educational, professional, and spiritual experience - you walk away much more confident in yourself than before you came in."

To develop the next generation of Ronald Blue Trust, we offer paid internships to enhance understanding of the financial services industry and provide exposure to meaningful career opportunities in wealth and investment management, financial planning, and charitable giving strategies.

You can find more information and apply here.

Our company, branch offices, teams, and individual team members are involved in their local communities and spheres of influence. We view serving the needs of others as our significant opportunity and privilege.

Our Company

Our company has created a “Pay It Forward” fund where team members can make financial contributions with company-matching funds to be used to support team members experiencing hardships, such as serious medical or health conditions, or an unexpected financial loss such as a house fire, flood, etc.

 

Our Branch Teams

Our branch office teams create and participate in projects in and around their communities to support causes they are passionate about. These activities may include food, clothing, and toy drives or a day of service committed to assisting an organization that serves others such as serving food at a shelter, organizing the local clothes closet, and many others.

 

Our Team Members

Our team members serve others in their communities and all over the world through the stewardship of their time, treasure, and talents to the benefit of the impoverished, lost, and needy. In addition, a measurement of success for our individual team members is their level of involvement in their communities, further supporting the continued implementation of our core values.

Ronald Blue Trust is continually seeking to grow our team with uniquely gifted and qualified individuals who are both professionally excellent and committed to our mission. 

We look for candidates who are not only talented and passionate about their work, but also drawn to the distinct opportunities our company offers. 

We are committed to building teams with professionally excellent individuals who share a passion for objectively and thoughtfully serving clients from a biblical perspective.

Current Opportunities

Growth in our company creates new opportunities to serve clients or provide support services in strategic and functional areas across the company and across the country. We invite you to learn more about these current opportunities for which we are seeking others to join us in our unique mission. 

Search Current Opportunities*

Future Opportunities

We also desire to begin relationships with qualified applicants who may be considered for future opportunities, even though the need and timing of joining our company is uncertain. If there is not a current opportunity for which you would like to be considered at this time, please submit your application to begin the process to be considered for future opportunities.

Submit Resume*


* These links will take you to a Workday web address. Workday is our trusted vendor for employee applications.

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