Wealth Planning Analyst – Centralized Team

Blue Trust Inc; Alpharetta (GA); Vor Ort; USD 65.000 - 95.000; Vollzeit

Zusammenfassung

Blue Trust Inc. seeks a Paraplanner, Centralized Planning to produce high-quality financial planning analysis for Advisors nationwide from our Alpharetta, GA office. The role emphasizes standardized processes and biblical principles in client deliverables.

You will engage in cash-flow, education funding, tax planning, and risk analysis while pursuing CFP® and CKA® designations. Travel is limited; Spring 2027 start is targeted.

Qualifikationen

• Bachelor’s degree in finance-related field is required.
• CFP Board Education Requirement is required.
• Previous financial planning experience is not required but helpful.

Aufgaben

• Complete financial planning requests using standardized processes and deliver client-ready analyses.
• Collaborate with planners, advisors, and clients to prepare key planning deliverables for meetings.
• Develop high-quality reports and presentations that align with Blue Trust’s standards and biblical worldview.
• Adhere to Blue Trust Standards of Care and compliance guidelines.
• Aim to continually expand knowledge of financial planning and biblical principles.

Kenntnisse

MS Office

Financial concepts

Communication

Organization

Time management

Analytical skills

Confidentiality

Learning mindset

Ausbildung

Bachelor’s degree in finance-related field

CFP Board Education Requirement

Tools

eMoney

Salesforce

Orion

Holistiplan

Zocks

Jobbeschreibung

Blue Trust Inc. seeks a Paraplanner, Centralized Planning to produce high-quality financial planning analysis for Advisors nationwide from our Alpharetta, GA office. The role emphasizes standardized processes and biblical principles in client deliverables.

You will engage in cash-flow, education funding, tax planning, and risk analysis while pursuing CFP® and CKA® designations. Travel is limited; Spring 2027 start is targeted.