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Blue Trust · 1 month ago

Paraplanner, Centralized Services

Alpharetta,GA,US

Full-time

Onsite

New Grad, Entry Level

Blue Trust is a financial planning firm that emphasizes a biblical worldview in its services, and they are seeking a Paraplanner for their Centralized Services team. The role involves preparing financial planning deliverables, developing reports, and supporting client interactions while maintaining compliance with company standards.

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

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

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 expertiseEMoney proficiencyHolistiplan proficiencySalesforce (CRM)Orion Risk IntelligencePersonal financial conceptsMicrosoft OfficeAnalytical skillsCommunication skillsOrganizational skillsProblem-solving skillsAttention to detailIntegrity