Strategic Paraplanner: Centralized Financial Planning

Blue Trust, Inc.; 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 and client-ready deliverables supporting Advisors nationwide from the Alpharetta, GA office.

The role leverages eMoney, Holistiplan, and Salesforce to prepare comprehensive plans, reports, and presentations, blending technical planning with Blue Trust’s biblical principles and standards of care.

Qualifications

• Bachelor’s degree required, preferably in a finance-related field.
• Completion of the CFP® Board Education Requirement is required.
• Prior experience in financial planning or financial service is valuable.
• Experience with industry tools like eMoney, Holistiplan, Salesforce and Zocks is a plus.

Responsibilities

• Completes financial planning requests using standardized processes for Advisors and Planners.
• Prepares client-ready deliverables and presentations.
• Creates financial plans for new clients in eMoney and updates existing plans.
• Assists with client meeting prep, follow-up deliverables and occasional attendance.
• Develops cash flow planning, education funding, debt management and tax analysis.
• Summarizes estate, life, disability, and long-term care insurance policies.

Skills

Microsoft Office

Interpersonal skills

Organization

Problem solving

Education

Bachelor’s degree in finance or related field

CFP Board Education Requirement

Experience in financial planning/ tax or accounting

Tools

eMoney

Salesforce (CRM)

Orion

Holistiplan

Zocks

Job description

Blue Trust seeks a Paraplanner, Centralized Planning, to deliver high-quality financial planning analysis and client-ready deliverables supporting Advisors nationwide from the Alpharetta, GA office.

The role leverages eMoney, Holistiplan, and Salesforce to prepare comprehensive plans, reports, and presentations, blending technical planning with Blue Trust’s biblical principles and standards of care.