Associate Advisor-Private Wealth

Company

Blue Trust

Where

Bothell, WA, US

Level

Junior

First seen

November 5, 2026

Listed via

Paylocity

What the posting says

(as of 12/31/2025 and subject to change) Role Overview Supports advisor(s) in serving client relationships with excellence by providing technical expertise on investments and comprehensive financial planning. As an advisor-in-training, may also lead client meetings, mentor colleagues, develop new business, and contribute to office and enterprise-wide initiatives. Requirements Business Development: Demonstrates a growing ability to create and seize business development opportunities through client engagement and involvement in spheres of influence. Some examples include generating referrals…

Read more and apply on Blue Trust's site

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