Financial Planning Associate

Company

Blue Trust

Where

Hunt Valley, MD, US

Level

Junior

First seen

November 3, 2026

Listed via

Paylocity

What the posting says

Requirements - Desire to serve clients and co-workers with excellence. - Aptitude and passion for learning. - Ability to exercise independent judgment as well as take direction from others. - Proficiency in Microsoft Office with a high level of expertise in MS Excel. - Strong understanding of personal financial concepts. - Organizational and operational efficiency. - Ability to prioritize and complete multiple time-sensitive tasks. - Excellent communication and interpersonal skills, both verbal and written. - Proven technical, analytical, and problem-solving skills. - Strong organization…

Read more and apply on Blue Trust's site

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