Careers
As iron sharpens iron, so one person sharpens another. -Proverbs 27:17

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

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.  We want our employees to feel valued, equipped, and empowered to make an impact through their work. This is key to why many have not only joined Ronald Blue Trust, but why they are choosing to build their careers here.

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.

  • Job Opportunities
  • Core Values
  • Benefits
  • Career Growth
  • Giving Back
  • Why Join?

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.

Search Current Opportunities >

Future Opportunities

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.

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

Ronald Blue Trust provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Ronald Blue Trust is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-841-0362 and request Human Resources.

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Our Vision

Ronald Blue Trust provides 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.

  • 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.

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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 nontraditional 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.
  • Click here for our provider’s Transparency in Coverage documentation.

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.
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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.
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Our company, 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 “Share 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 Office Teams

Our 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.

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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.

Aaron Klopfenstein, CFP®, CWS®

Managing Director, Central U.S. Region

“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.”

Cheryl-Maddox

Cheryl Maddox

Senior Client Service Associate

“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.”

Matthew Yung

Matthew Yung, CFP®

Operations Analyst and Financial Planner, Everyday Steward

“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.”

Beverly A. DeStefano

Beverly Destefano, CFP®

Senior Private Wealth Advisor, Operations Manager

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

Anehita Chie

Anehita Chie, CWS®, CPA

Senior Financial Planner

“Ronald Blue Trust was founded with an uncommon mission. That mission still rings true 40+ years later. It is refreshing to work with individuals who share a similar life purpose and I am privileged to guide clients on their stewardship journey towards a life well spent.”

Gary-Bell

Gary Bell, CFP®, CWS®

Managing Director

“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.”

Mike-Haddad

Mike Haddad, CFP®, CWS®

Managing Director

“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.”

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