Financial Planner

Company

Blue Trust

Where

Bothell, WA

Level

Junior

First seen

September 22, 2026

Listed via

Paylocity

What the posting says

Supports (Sr.) Financial Advisor or Managing Director with client meetings and other interactions including such things as: - Ensures all materials and financial plans are in good order in advance of scheduled meeting. - Records meeting notes. - Prepares follow-up letters for clients, demonstrating solid professional business-writing skills. - Handles follow up on action items as appropriate. - Effectively responds to client and outside vendor inquiries or needs as required. - Appropriately manages multiple priorities and strives to support the relationship building and investment management…

Read more and apply on Blue Trust's site

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