Faith-Driven Financial Planner & Wealth Advisor
Blue Trust
Blue Trust in Bothell, Washington is seeking a Financial Planner to translate biblical principles into customized financial plans for clients. You will analyze confidential information and collaborate with Advisors to help families achieve their goals. The position requires a bachelor’s degree in business, finance, or financial planning, at least three years of relevant experience, and proficiency with planning tools such as eMoney, Salesforce, and Orion. CFP or CPA is preferred. #J-18808-Ljbffr Blue Trust
Vacancy posted 2 days ago
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