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Ronald Blue Jobs in Georgia (NOW HIRING)

Ronald Blue Trust

Trust Associate

Alpharetta, GA · On-site

$15.50 - $20.50/hr

Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its client base. * Approaches work, interactions and relationships in a manner consistent with the ...

Ronald Blue Trust

Office Coordinator

Alpharetta, GA · On-site

$17.50 - $23.50/hr

Job Type Part-time Description The Office Coordinator at Blue Trust provides exceptional service to ensure visitors and staff are served in an efficient, friendly, and professional manner that ...

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Ronald Blue information

What is a Ronald Blue advisor?

A Ronald Blue job typically refers to a position at Ronald Blue Trust, a financial planning and wealth management firm. The company provides advisory services in areas such as investment management, estate planning, and retirement strategies, often catering to clients with a faith-based financial perspective. Roles at the firm can range from financial advisors and investment analysts to client service representatives and administrative support. Employees generally focus on helping individuals, families, and businesses achieve financial stability and meet their long-term financial goals.

What are the key skills and qualifications needed to thrive as a financial advisor?

To thrive as a Financial Advisor, you need a strong background in finance, investment strategies, and financial planning, often supported by a bachelor's degree and certifications like CFP or Series 7. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for daily operations. Outstanding interpersonal skills, active listening, and trustworthiness help build strong client relationships and communicate complex financial concepts clearly. These skills and qualifications are crucial for providing effective guidance, fostering client trust, and achieving long-term financial goals.

What are some common challenges faced by financial advisors at Ronald Blue Trust, and how can new hires best prepare for them?

Financial advisors at Ronald Blue Trust often work with clients who have complex financial needs, including faith-based planning and multi-generational wealth management. New hires may find it challenging to quickly build trust with clients and navigate unique financial goals aligned with Christian values. To succeed, it's important to develop strong communication skills, learn the firm's distinctive financial planning approach, and actively seek mentorship from experienced colleagues. Regularly participating in team meetings and ongoing training can also help new advisors stay updated on industry best practices and compliance requirements.

What is the difference between Ronald Blue vs Financial Advisor?

AspectRonald BlueFinancial Advisor
CredentialsCFP®, CPA, or similar certificationsCFP®, CFA, or similar certifications often preferred
Work EnvironmentFinancial planning firms, wealth management firmsBanking institutions, independent firms, or private practices
Industry UsageSpecializes in comprehensive financial planning and wealth managementProvides investment advice, financial planning, and portfolio management

Ronald Blue professionals typically hold certifications like CFP® and CPA, focusing on holistic financial planning and wealth management within specialized firms. Financial Advisors also often have CFP® or CFA credentials but may work in a broader range of settings, including banks and independent firms. While both roles involve financial advice, Ronald Blue emphasizes comprehensive planning tailored to high-net-worth clients, whereas Financial Advisors may serve a wider client base with diverse financial needs.

What are popular job titles related to Ronald Blue jobs in Georgia?

For Ronald Blue jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Ronald Blue jobs in Georgia look for?

The top searched job categories for Ronald Blue jobs in Georgia are:

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Cities in Georgia with the most Ronald Blue job openings:

Ronald Blue jobs near you
Infographic showing various Ronald Blue job openings in Georgia as of August 2026, with employment types broken down into 2% As Needed, 69% Full Time, 11% Part Time, 15% Contract, and 3% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Staff Accountant - Family Office

Ronald Blue Trust

Alpharetta, GA • On-site

$53K - $70K/yr

Full-time

Re-posted yesterday

Job description

About Blue Trust
For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom. Our advisors walk with clients across the wealth spectrum through every season of life, helping them steward what has been entrusted to them with clarity, confidence, and purpose. As a national wealth management company with over $62 billion in assets under advisement, Blue Trust serves more than 11,000 clients across the country. (as of 12/31/2025 and subject to change)
Role Overview
Our Family Office provides steady leadership to our clients across complex family systems. The Family Office Staff Accountant plays a crucial role in the preparation, review, and delivery of financial reporting to our high-net worth and ultra-high-net worth clients.
Principal Accountabilities:
  1. Assist with the preparation, review, and analysis of monthly client financial reporting, including statements of financial position, income and expense reporting, cash flow reporting, and supporting schedules.
  2. Prepare and maintain monthly bank reconciliations and other balance sheet account reconciliations; research and resolve outstanding items in coordination with the Client Accounting Coordinator, Manager of Accounting and Reporting, Senior Service Advisor, and other members of the cash flow management team.
  3. Prepare and post required adjusting journal entries, including accruals, reclasses, intercompany activity, investment-related activity, and other recurring or non-recurring entries as needed.
  4. Assist with the maintenance of general ledger data, chart of account mapping, entity structures, report groupings, and other reporting inputs needed to produce consistent and accurate client reporting.
  5. Apply appropriate accounting treatment to activity across various legal entity types, including individuals, trusts, partnerships, LLCs, and other investment or operating entities.
  6. Support the monthly close process by completing assigned tasks, identifying unusual activity, and escalating questions or discrepancies in a timely manner.
  7. Assist with financial statement distribution and related administrative reporting workflows, including preparation, organization, review support, and documentation of reporting deliverables.
  8. Maintains the highest Compliance standards by adhering to the Company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the Company.
  9. Approaches work, interactions and relationships in a manner consistent with the Company's Core Values.

Requirements
  • Desire to serve clients and co-workers with excellence
  • Interest and desire to integrate AI and other technology into daily workflows.
  • High level of proficiency in AgilLink (General Ledger) or other similar software.
  • Aptitude and passion for learning new things quickly with a strong work ethic
  • Proven research, correspondence, and problem-solving skills
  • Proactive planning and responsiveness to urgent needs
  • Ability to make independent judgments and see the 'big picture' surrounding responsibilities and tasks
  • Capability to excel in a team environment
  • Strong communication skills, both verbal and written
  • Strong organization skills and systems acumen
  • Strong business mathematical skills and keen attention to detail
  • Personal integrity and ability to discreetly handle confidential data
  • Adept at prioritization with ability to complete multiple time-sensitive tasks
  • Excellent computer skills with strong proficiency in Microsoft Excel and other Microsoft Suite Products
  • Ability to work in a fast-paced environment that requires flexibility and responsiveness

Education, Experience & Skills:
  • Bachelor's degree in management, Business, Finance, Accounting or a related field is strongly preferred
  • Minimum of two (2) years' prior experience in accounting is required
  • Knowledge of partnership, private equity, and trust structures.
  • Prior experience in a support role in a financial, investment, banking, or accounting company is strongly preferred

Why Join Blue Trust?
At Blue Trust, you'll join a team of inspiring leaders and become part of a vibrant culture that is focused on impacting the lives of our clients for generations to come. If you're ready to take on a challenging, rewarding role in a company that values excellence and eternal impact, we'd love to hear from you!

Apply