Paraplanner, Centralized Financial Planning

Blue Trust; Alpharetta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Blue Trust seeks a Paraplanner, Centralized Planning, to deliver high-quality financial planning analysis for Advisors and Clients from our Alpharetta national office. You will build plans in eMoney, prepare client-ready deliverables, and support meetings with thoughtful, biblically grounded recommendations.

You will develop expertise across cash flow, education funding, tax estimation, estate planning, and insurance considerations while upholding Blue Trust's Standards of Care and commitment to

Qualifications

• Bachelor's degree is required, preferably in a finance-related field.
• CFP Board Education Requirement completion is required.
• Experience with industry tools is a plus, including eMoney, Holistiplan, Salesforce, and Zocks.

Responsibilities

• Create and update financial plans for clients in eMoney.
• Prepare client meeting deliverables and attend meetings when needed.
• Develop analyses including tax planning, estate planning, and education funding.
• Collaborate with planners and advisors to produce client-ready reports.
• Adhere to Blue Trust's Standards of Care and maintain compliance.

Skills

Client service mindset

Analytical thinking

Communication skills

Organizational skills

Attention to detail

Independent judgment

Education

Bachelor's degree in finance-related field

Tools

eMoney

Holistiplan

Salesforce

Zocks

MS Office

Job description

Blue Trust seeks a Paraplanner, Centralized Planning, to deliver high-quality financial planning analysis for Advisors and Clients from our Alpharetta national office. You will build plans in eMoney, prepare client-ready deliverables, and support meetings with thoughtful, biblically grounded recommendations.

You will develop expertise across cash flow, education funding, tax estimation, estate planning, and insurance considerations while upholding Blue Trust's Standards of Care and commitment to