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Blue Trust · 1 day ago

Paraplanner, Centralized Services

Alpharetta, GA

Full-time

Onsite

New Grad, Entry Level

Blue Trust is a financial planning company that emphasizes a biblical approach to client service. The Paraplanner, Centralized Services will support client and advisory teams by preparing financial planning deliverables and developing expertise in financial planning tools and knowledge.

AdviceFinanceFinancial ServicesWealth Management

Culture & Values

Responsibilities

Interacts with Planners, Advisors, and Clients of the firm to organize and prepare key financial planning deliverables for client meetings and interactions

Develops high quality, accurate, attractive, and professional reports and presentations that integrate a biblical worldview into financial recommendations. These reports will be consistent with standardized processes and proven methods for financial planning at Blue Trust

Adheres to and follows the Blue Trust “Standards of Care” for client service counsel and deliverables

Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses in order to integrate Blue Trust’s philosophy into client counsel and services

Exhibits technical knowledge and competency in cash flow planning and projections, education funding, debt management, income tax estimation and minimization, charitable giving strategies, retirement, insurance, and estate planning

Members of the Centralized Financial Planning team are expected to develop the expertise to be subject matter experts across the whole of Blue Trust’s Advisory toolbox for client service, including Portfolio Management and Implementation, Financial Plan Construction and Analysis, and topic-specific analysis and recommendations, including but not limited to:

Coordinating with Centralized Portfolio Management Teams for Transition Analysis

Risk Review – Utilizing eMoney and Holistiplan for Insurance Summary and Gap Analysis

Tax Planning with Holistiplan

Investment Analysis and Proposals Generation with Orion Risk Intelligence

Constructing Time-Based Investment Allocation Recommendations with eMoney

Medicare Analysis and Recommendations with i65 Analysis

Social Security Planning Analysis with Horse’s Mouth/Maximize My Social Security

Demonstrates computer literacy and knowledge of specialized office programs and demonstrates competency in utilizing software applications that are company-specific, including eMoney, Salesforce (CRM), Orion, and individual niche planning applications

Understands and supports the counsel and biblical basis upon which Blue Trust serves its client base

Approaches work, interactions, and relationships in a manner consistent with the company’s Core Values

Maintains the highest Compliance standards by adhering to the company's Human Resource guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company

Qualification

Financial Planning ExpertiseEMoneyOrion Risk IntelligenceHolistiplanMicrosoft OfficeAnalytical SkillsCommunication SkillsPersonal IntegrityOrganizational SkillsProblem-Solving SkillsAttention to Detail

Required

Desire to serve clients and co-workers with excellence

Aptitude and passion for learning

Ability to exercise independent judgment as well as take direction from others

Proficiency in Microsoft Office

Strong understanding of personal financial concepts

Organizational and operational efficiency

Ability to prioritize and complete multiple time-sensitive tasks

Excellent communication and interpersonal skills, both verbal and written

Proven technical, analytical, and problem-solving skills

Strong organization skills and systems acumen

Strong business mathematical skills and keen attention to detail

Personal integrity and ability to discreetly handle confidential data

Demonstrated computer literacy and knowledge of specialized office programs

Bachelor's degree is required, preferably in a finance-related field

Prior experience is not required, but would be valuable if it is related to financial planning and/or financial service, taxes, or accounting

Experience with industry tools and resources is a plus, including: eMoney, Holistiplan, PreciseFP, FP Pathfinder, Orion/Orion Risk Intelligence, and others

Financial Planning education and credentials are a plus, such as CFP®, CKA®, MBA, ChFC, CPA, etc

Preferred

Prior experience is not required, but would be valuable if it is related to financial planning and/or financial service, taxes, or accounting

Experience with industry tools and resources is a plus, including: eMoney, Holistiplan, PreciseFP, FP Pathfinder, Orion/Orion Risk Intelligence, and others

Financial Planning education and credentials are a plus, such as CFP®, CKA®, MBA, ChFC, CPA, etc