Advisor Opportunities
“They quickly put our minds at ease as they helped us see how our assets would carry us into the future, how we could plan better for the future.”
– Cathy R.
Dalton, GA
– Cathy R.
Dalton, GA
Our team is actively seeking like-minded advisors to join our firm and invite you to learn more about these opportunities. Whether you own a practice, are looking to transition to a new advisory firm, or need a business continuity partner, we want to learn more about you.
For over 40 years, Blue Trust has embedded biblical wisdom into our financial planning approach to ensure our clients’ financial decisions accurately reflect their values and help them achieve their financial goals.
Our clients, their children, and grandchildren value having a trusted advisor who is intimately familiar with their financial situation and is accessible to them. We meet this need through our experienced and long-tenured client service teams.
We serve people across the wealth spectrum, from individuals who need everyday financial advice to multigenerational families to business owners who need custom consulting. We offer an array of services, including financial, retirement and estate planning; investment solutions; charitable giving strategies; personal trust and estate settlement services; family office services; business consulting services; institutional services; and retirement plan consulting.
At Blue Trust, we want our employees to feel valued and empowered to make an impact through their work. We provide distinct career paths and consistent support through our professional development programs and benefits. We also intentionally invest in the development of the next generation of employees.
Our national office serves five distinct divisions, 18 offices (from Orlando to Seattle), 85 advisor teams, and 250 field employees. We provide a broad range of advisor support services, including investment research and strategies; centralized trading; compliance and legal; technology; human resources; client billing; and communications support. These resources are designed to free up advisors so they can focus on what they do best — serving clients.
Designing and implementing a preferred transition plan for your business takes intentional planning. From our experience, it starts with your leaders, culture, client and vendor relationships, and community influence. We will work with you and your team to prioritize preserving the company’s legacy by sustaining these important relationships.